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
1001
$1.8K ﹤0.01%
+67
1002
$1.76K ﹤0.01%
210
1003
$1.76K ﹤0.01%
10
-378
1004
$1.75K ﹤0.01%
+20
1005
$1.75K ﹤0.01%
34
1006
$1.74K ﹤0.01%
7
1007
$1.72K ﹤0.01%
90
1008
$1.72K ﹤0.01%
50
1009
$1.71K ﹤0.01%
64
-568
1010
$1.69K ﹤0.01%
97
+75
1011
$1.69K ﹤0.01%
39
-1
1012
$1.69K ﹤0.01%
+42
1013
$1.64K ﹤0.01%
178
1014
$1.61K ﹤0.01%
41
-219
1015
$1.58K ﹤0.01%
+9
1016
$1.56K ﹤0.01%
15
-692
1017
$1.55K ﹤0.01%
32
1018
$1.53K ﹤0.01%
+73
1019
$1.52K ﹤0.01%
+28
1020
$1.51K ﹤0.01%
157
1021
$1.5K ﹤0.01%
+305
1022
$1.5K ﹤0.01%
10
1023
$1.49K ﹤0.01%
+14
1024
$1.49K ﹤0.01%
+57
1025
$1.44K ﹤0.01%
64
+22
39 40
41
42 43