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
926
$2.93K ﹤0.01%
11
927
$2.92K ﹤0.01%
20
-133
928
$2.87K ﹤0.01%
99
-645
929
$2.84K ﹤0.01%
29
+24
930
$2.83K ﹤0.01%
67
931
$2.81K ﹤0.01%
155
932
$2.81K ﹤0.01%
173
933
$2.79K ﹤0.01%
250
934
$2.78K ﹤0.01%
16
935
$2.77K ﹤0.01%
+47
936
$2.75K ﹤0.01%
20
-40
937
$2.73K ﹤0.01%
+45
938
$2.73K ﹤0.01%
77
+6
939
$2.71K ﹤0.01%
5
940
$2.7K ﹤0.01%
64
+48
941
$2.69K ﹤0.01%
40
-36
942
$2.64K ﹤0.01%
28
-105
943
$2.64K ﹤0.01%
+33
944
$2.63K ﹤0.01%
+24
945
$2.63K ﹤0.01%
+488
946
$2.61K ﹤0.01%
323
+6
947
$2.6K ﹤0.01%
+170
948
$2.6K ﹤0.01%
35
949
$2.58K ﹤0.01%
100
-1
950
$2.58K ﹤0.01%
+200
36 37
38
39 40