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
$3.94B
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,372
New
Increased
Reduced
Closed

Top Buys

1
+$42.8M
2
+$37.3M
3
+$33.4M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$22.3M
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$21.4M

Top Sells

1
+$74.3M
2
+$42.8M
3
+$27.6M
4
COP icon
ConocoPhillips
COP
+$14.6M
5
WM icon
Waste Management
WM
+$14M

Sector Composition

1 Technology 8.89%
2 Financials 7.25%
3 Healthcare 6.2%
4 Industrials 4.73%
5 Consumer Discretionary 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$5K ﹤0.01%
60
+25
927
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62
928
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130
929
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462
-30
930
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132
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931
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23
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932
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933
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934
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103
+55
935
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936
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+16
937
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938
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37
-64
939
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120
940
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+35
941
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50
942
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943
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35
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944
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945
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+210
946
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260
947
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50
948
$5K ﹤0.01%
+231
949
$5K ﹤0.01%
95
950
$5K ﹤0.01%
350
36 37
38
39 40