GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,525
New
Increased
Reduced
Closed

Top Buys

1
+$55.2M
2
+$42.1M
3
+$40.1M
4
MARW icon
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
+$33.8M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$29.7M

Top Sells

1
+$65.8M
2
+$35.4M
3
+$29.7M
4
TBJL icon
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
+$25.3M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$24.2M

Sector Composition

1 Technology 9.89%
2 Financials 8.9%
3 Healthcare 8.01%
4 Consumer Discretionary 5.87%
5 Consumer Staples 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$7.01K ﹤0.01%
+70
802
$6.99K ﹤0.01%
+313
803
$6.97K ﹤0.01%
+118
804
$6.64K ﹤0.01%
+48
805
$6.63K ﹤0.01%
150
806
$6.63K ﹤0.01%
291
807
$6.62K ﹤0.01%
23
-1
808
$6.59K ﹤0.01%
80
809
$6.56K ﹤0.01%
83
810
$6.56K ﹤0.01%
29
-79
811
$6.54K ﹤0.01%
145
+1
812
$6.53K ﹤0.01%
55
+23
813
$6.49K ﹤0.01%
63
-243
814
$6.46K ﹤0.01%
91
815
$6.45K ﹤0.01%
50
816
$6.43K ﹤0.01%
26
+18
817
$6.43K ﹤0.01%
+132
818
$6.4K ﹤0.01%
139
819
$6.33K ﹤0.01%
500
820
$6.22K ﹤0.01%
40
+8
821
$6.19K ﹤0.01%
+214
822
$6.19K ﹤0.01%
67
+16
823
$6.16K ﹤0.01%
+223
824
$6.15K ﹤0.01%
59
+19
825
$6.11K ﹤0.01%
160
31 32
33
34 35