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
876
$5K ﹤0.01%
94
877
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26
-38
878
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684
879
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+400
880
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224
881
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+20
882
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883
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884
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885
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886
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887
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50
888
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-24
889
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36
-55
890
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115
891
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64
892
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15
+4
893
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894
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895
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896
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897
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240
+1
898
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145
899
$5K ﹤0.01%
1
900
$4K ﹤0.01%
1,570
34 35
36
37 38