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
$1.67B
AUM Growth
-$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1
+$332M
2
+$17.8M
3
+$10.9M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$10.7M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$10M

Top Sells

1
+$350M
2
+$32.7M
3
+$17M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$16.3M
5
ABT icon
Abbott
ABT
+$11.1M

Sector Composition

1 Financials 6.18%
2 Technology 4.81%
3 Industrials 4.04%
4 Healthcare 3.97%
5 Energy 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
18
-1,052
827
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50
828
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25
829
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60
830
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36
-18
831
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144
832
$2K ﹤0.01%
+13
833
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21
-54
834
$2K ﹤0.01%
+19
835
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110
836
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304
837
$2K ﹤0.01%
39
838
$2K ﹤0.01%
+434
839
$2K ﹤0.01%
100
840
$2K ﹤0.01%
854
-1,012
841
$2K ﹤0.01%
100
842
$2K ﹤0.01%
25
843
$2K ﹤0.01%
100
844
$2K ﹤0.01%
+100
845
$1K ﹤0.01%
31
846
– –
0
847
$1K ﹤0.01%
5
-83
848
$1K ﹤0.01%
20
-73
849
$1K ﹤0.01%
18
850
$1K ﹤0.01%
19
-3
32 33
34
35 36