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
901
$3.65K ﹤0.01%
56
902
$3.56K ﹤0.01%
300
903
$3.54K ﹤0.01%
75
904
$3.53K ﹤0.01%
+119
905
$3.51K ﹤0.01%
+177
906
$3.49K ﹤0.01%
+200
907
$3.47K ﹤0.01%
105
908
$3.46K ﹤0.01%
100
909
$3.44K ﹤0.01%
+52
910
$3.42K ﹤0.01%
106
+99
911
$3.41K ﹤0.01%
+88
912
$3.37K ﹤0.01%
40
-13
913
$3.3K ﹤0.01%
+60
914
$3.3K ﹤0.01%
230
+200
915
$3.27K ﹤0.01%
50
916
$3.26K ﹤0.01%
+46
917
$3.25K ﹤0.01%
325
918
$3.23K ﹤0.01%
450
919
$3.14K ﹤0.01%
111
920
$3.13K ﹤0.01%
26
921
$3.05K ﹤0.01%
200
922
$3.05K ﹤0.01%
74
923
$3.04K ﹤0.01%
20
-10
924
$3K ﹤0.01%
18
+8
925
$2.97K ﹤0.01%
64
35 36
37
38 39