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
$3.57B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,304
New
Increased
Reduced
Closed

Top Buys

1
+$379M
2
+$150M
3
+$89.7M
4
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$70.1M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$40.2M

Top Sells

1
+$472M
2
+$80.2M
3
+$66.1M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$63.5M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$39.9M

Sector Composition

1 Financials 8.03%
2 Technology 7.83%
3 Healthcare 5.28%
4 Industrials 4.91%
5 Consumer Discretionary 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
96
952
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109
+82
953
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105
954
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5
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961
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962
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965
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29
966
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967
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968
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970
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971
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972
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973
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974
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125
975
$3K ﹤0.01%
28
37 38
39
40 41