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
$3.17B
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$28M
3
+$25.4M
4
EXR icon
Extra Space Storage
EXR
+$25.2M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$24.6M

Top Sells

1
+$310M
2
+$23.7M
3
+$22.9M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$21.2M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$19M

Sector Composition

1 Financials 8.97%
2 Technology 7.65%
3 Healthcare 6.15%
4 Consumer Discretionary 4.94%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$8.12K ﹤0.01%
61
852
$7.87K ﹤0.01%
254
853
$7.74K ﹤0.01%
390
854
$7.71K ﹤0.01%
187
-14
855
$7.7K ﹤0.01%
152
+53
856
$7.67K ﹤0.01%
306
857
$7.66K ﹤0.01%
270
-9
858
$7.65K ﹤0.01%
302
859
$7.62K ﹤0.01%
+19
860
$7.59K ﹤0.01%
40
-43
861
$7.54K ﹤0.01%
+652
862
$7.48K ﹤0.01%
100
863
$7.46K ﹤0.01%
478
864
$7.43K ﹤0.01%
+378
865
$7.36K ﹤0.01%
+391
866
$7.27K ﹤0.01%
352
867
$7.27K ﹤0.01%
83
868
$7.25K ﹤0.01%
225
869
$7.18K ﹤0.01%
30
-11
870
$7.17K ﹤0.01%
140
871
$7.17K ﹤0.01%
260
872
$7.14K ﹤0.01%
+380
873
$7.13K ﹤0.01%
261
874
$7.1K ﹤0.01%
161
875
$7.02K ﹤0.01%
22
-31
33 34
35
36 37