GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
876
$1K ﹤0.01%
47
-72,404
877
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20
-88
878
$1K ﹤0.01%
950
879
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36
880
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30
881
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250
882
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15
883
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884
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20
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885
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18
886
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-3
887
$1K ﹤0.01%
+65
888
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+33
889
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24
890
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18
891
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44
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892
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895
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9
898
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$1K ﹤0.01%
24
900
$1K ﹤0.01%
100
34 35
36
37 38