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
876
$4.58K ﹤0.01%
102
-14
877
$4.54K ﹤0.01%
200
878
$4.45K ﹤0.01%
59
-2
879
$4.41K ﹤0.01%
31
880
$4.37K ﹤0.01%
450
+50
881
$4.35K ﹤0.01%
300
882
$4.29K ﹤0.01%
+58
883
$4.25K ﹤0.01%
19
-1
884
$4.21K ﹤0.01%
20
885
$4.16K ﹤0.01%
1,260
886
$4.13K ﹤0.01%
+20
887
$4.04K ﹤0.01%
574
+74
888
$4.01K ﹤0.01%
+31
889
$3.94K ﹤0.01%
+54
890
$3.94K ﹤0.01%
37
891
$3.93K ﹤0.01%
+84
892
$3.92K ﹤0.01%
58
893
$3.87K ﹤0.01%
60
+6
894
$3.84K ﹤0.01%
20
895
$3.83K ﹤0.01%
580
-10
896
$3.83K ﹤0.01%
+82
897
$3.8K ﹤0.01%
48
898
$3.8K ﹤0.01%
+66
899
$3.75K ﹤0.01%
48
+47
900
$3.73K ﹤0.01%
+35
34 35
36
37 38