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
851
$5.32K ﹤0.01%
62
+6
852
$5.32K ﹤0.01%
137
+107
853
$5.28K ﹤0.01%
78
854
$5.25K ﹤0.01%
+17
855
$5.24K ﹤0.01%
+91
856
$5.23K ﹤0.01%
267
+223
857
$5.16K ﹤0.01%
41
858
$5.13K ﹤0.01%
100
859
$5.09K ﹤0.01%
+38
860
$5.03K ﹤0.01%
145
861
$5.03K ﹤0.01%
200
862
$5.01K ﹤0.01%
134
-395
863
$4.99K ﹤0.01%
115
+98
864
$4.97K ﹤0.01%
+283
865
$4.92K ﹤0.01%
+244
866
$4.89K ﹤0.01%
+222
867
$4.76K ﹤0.01%
144
+90
868
$4.76K ﹤0.01%
50
869
$4.76K ﹤0.01%
200
+170
870
$4.74K ﹤0.01%
272
871
$4.68K ﹤0.01%
100
872
$4.66K ﹤0.01%
12
873
$4.65K ﹤0.01%
99
874
$4.64K ﹤0.01%
247
875
$4.63K ﹤0.01%
409
+9
33 34
35
36 37