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
1026
$1.43K ﹤0.01%
+10
1027
$1.41K ﹤0.01%
10
-8
1028
$1.39K ﹤0.01%
115
1029
$1.39K ﹤0.01%
75
-25
1030
$1.38K ﹤0.01%
18
1031
$1.38K ﹤0.01%
77
1032
$1.37K ﹤0.01%
+150
1033
$1.37K ﹤0.01%
+59
1034
$1.37K ﹤0.01%
+83
1035
$1.37K ﹤0.01%
14
-3
1036
$1.36K ﹤0.01%
+85
1037
$1.35K ﹤0.01%
25
1038
$1.34K ﹤0.01%
549
+69
1039
$1.34K ﹤0.01%
300
1040
$1.33K ﹤0.01%
+45
1041
$1.32K ﹤0.01%
20
-14
1042
$1.31K ﹤0.01%
23
-15
1043
$1.31K ﹤0.01%
+56
1044
$1.31K ﹤0.01%
5
1045
$1.27K ﹤0.01%
25
+19
1046
$1.25K ﹤0.01%
+44
1047
$1.25K ﹤0.01%
53
-128
1048
$1.25K ﹤0.01%
+31
1049
$1.24K ﹤0.01%
9
-1
1050
$1.22K ﹤0.01%
71
40 41
42
43 44