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
951
$2.54K ﹤0.01%
22
-9
952
$2.51K ﹤0.01%
+181
953
$2.5K ﹤0.01%
10
+8
954
$2.48K ﹤0.01%
+47
955
$2.47K ﹤0.01%
87
-33
956
$2.46K ﹤0.01%
+31
957
$2.46K ﹤0.01%
+30
958
$2.46K ﹤0.01%
40
959
$2.44K ﹤0.01%
+12
960
$2.43K ﹤0.01%
+42
961
$2.38K ﹤0.01%
83
+41
962
$2.37K ﹤0.01%
+80
963
$2.33K ﹤0.01%
77
964
$2.32K ﹤0.01%
101
965
$2.32K ﹤0.01%
35
966
$2.3K ﹤0.01%
+6
967
$2.26K ﹤0.01%
1,050
968
$2.25K ﹤0.01%
+82
969
$2.2K ﹤0.01%
7
+4
970
$2.2K ﹤0.01%
+12
971
$2.18K ﹤0.01%
100
972
$2.16K ﹤0.01%
125
+4
973
$2.16K ﹤0.01%
+11
974
$2.15K ﹤0.01%
+8
975
$2.12K ﹤0.01%
42
-30
37 38
39
40 41