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
826
$6.11K ﹤0.01%
+136
827
$6.07K ﹤0.01%
+108
828
$6.03K ﹤0.01%
+204
829
$6.01K ﹤0.01%
81
-245
830
$5.98K ﹤0.01%
66
+1
831
$5.93K ﹤0.01%
112
+52
832
$5.89K ﹤0.01%
+350
833
$5.88K ﹤0.01%
10
-1
834
$5.85K ﹤0.01%
22
835
$5.84K ﹤0.01%
+117
836
$5.84K ﹤0.01%
163
-2
837
$5.8K ﹤0.01%
55
838
$5.8K ﹤0.01%
40
839
$5.78K ﹤0.01%
+35
840
$5.72K ﹤0.01%
68
841
$5.63K ﹤0.01%
+196
842
$5.59K ﹤0.01%
272
843
$5.5K ﹤0.01%
92
+70
844
$5.49K ﹤0.01%
27
+17
845
$5.47K ﹤0.01%
169
-1
846
$5.45K ﹤0.01%
200
847
$5.43K ﹤0.01%
+143
848
$5.34K ﹤0.01%
+197
849
$5.33K ﹤0.01%
1,000
850
$5.32K ﹤0.01%
253
+224
32 33
34
35 36