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
$3.57B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$150M
3
+$89.7M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$70.1M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$40.2M

Top Sells

1
+$472M
2
+$80.2M
3
+$66.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$63.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$39.9M

Sector Composition

1 Financials 8.03%
2 Technology 7.83%
3 Healthcare 5.28%
4 Industrials 4.91%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$7K ﹤0.01%
600
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827
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101
-50
828
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829
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830
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831
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34
832
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833
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834
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835
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836
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46
+6
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838
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700
839
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11
840
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144
+1
841
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842
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843
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844
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845
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535
846
$6K ﹤0.01%
80
847
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145
848
$6K ﹤0.01%
340
849
$6K ﹤0.01%
80
-33
850
$6K ﹤0.01%
56
32 33
34
35 36