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
976
$2.12K ﹤0.01%
+100
977
$2.1K ﹤0.01%
55
978
$2.06K ﹤0.01%
36
+27
979
$2.06K ﹤0.01%
+16
980
$2.05K ﹤0.01%
+59
981
$2.05K ﹤0.01%
53
982
$2.03K ﹤0.01%
+15
983
$2.03K ﹤0.01%
38
-13
984
$2.03K ﹤0.01%
+5
985
$2K ﹤0.01%
+13
986
$2K ﹤0.01%
1,000
987
$2K ﹤0.01%
20
988
$1.98K ﹤0.01%
+489
989
$1.98K ﹤0.01%
+14
990
$1.97K ﹤0.01%
+84
991
$1.96K ﹤0.01%
+48
992
$1.94K ﹤0.01%
+81
993
$1.94K ﹤0.01%
+58
994
$1.94K ﹤0.01%
108
995
$1.93K ﹤0.01%
+23
996
$1.91K ﹤0.01%
+14
997
$1.86K ﹤0.01%
+900
998
$1.84K ﹤0.01%
+9
999
$1.84K ﹤0.01%
24
1000
$1.83K ﹤0.01%
12
-35
38 39
40
41 42