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
1051
$1.22K ﹤0.01%
40
+34
1052
$1.21K ﹤0.01%
+12
1053
$1.21K ﹤0.01%
226
1054
$1.19K ﹤0.01%
2
-3
1055
$1.18K ﹤0.01%
2
1056
$1.18K ﹤0.01%
25
1057
$1.17K ﹤0.01%
20
1058
$1.12K ﹤0.01%
100
1059
$1.11K ﹤0.01%
12
1060
$1.11K ﹤0.01%
+29
1061
$1.1K ﹤0.01%
14
1062
$1.1K ﹤0.01%
21
1063
$1.1K ﹤0.01%
338
1064
$1.1K ﹤0.01%
20
1065
$1.08K ﹤0.01%
+10
1066
$1.08K ﹤0.01%
+200
1067
$1.08K ﹤0.01%
13
+6
1068
$1.07K ﹤0.01%
2
1069
$1.05K ﹤0.01%
12
-8
1070
$1.03K ﹤0.01%
8
+5
1071
$1.03K ﹤0.01%
+70
1072
$1.03K ﹤0.01%
+95
1073
$1.02K ﹤0.01%
1
-1
1074
$1.02K ﹤0.01%
17
1075
$995 ﹤0.01%
10
41 42
43
44 45