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
876
$7.02K ﹤0.01%
140
-1,872
877
$7.01K ﹤0.01%
1,510
-850
878
$6.97K ﹤0.01%
54
+24
879
$6.96K ﹤0.01%
+33
880
$6.75K ﹤0.01%
2,445
881
$6.73K ﹤0.01%
1,000
882
$6.64K ﹤0.01%
225
+184
883
$6.64K ﹤0.01%
259
884
$6.59K ﹤0.01%
68
+66
885
$6.5K ﹤0.01%
1,047
886
$6.5K ﹤0.01%
208
887
$6.43K ﹤0.01%
61
888
$6.42K ﹤0.01%
35
-69
889
$6.35K ﹤0.01%
67
890
$6.2K ﹤0.01%
432
891
$6.19K ﹤0.01%
+820
892
$6.14K ﹤0.01%
190
+128
893
$6.13K ﹤0.01%
200
894
$6.09K ﹤0.01%
106
-32
895
$6.01K ﹤0.01%
616
-38
896
$5.97K ﹤0.01%
67
897
$5.94K ﹤0.01%
1,663
898
$5.88K ﹤0.01%
348
+53
899
$5.86K ﹤0.01%
+154
900
$5.84K ﹤0.01%
189
-1,695
34 35
36
37 38