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
$3.17B
AUM Growth
-$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,708
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$28M
3
+$25.4M
4
EXR icon
Extra Space Storage
EXR
+$25.2M
5
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$24.6M

Top Sells

1
+$310M
2
+$23.7M
3
+$22.9M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$21.2M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$19M

Sector Composition

1 Financials 8.97%
2 Technology 7.65%
3 Healthcare 6.15%
4 Consumer Discretionary 4.94%
5 Industrials 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$2.11K ﹤0.01%
19
-12
1077
$2.1K ﹤0.01%
13
1078
$2.08K ﹤0.01%
188
1079
$2.07K ﹤0.01%
1,000
1080
$2.06K ﹤0.01%
8
-21
1081
$2.06K ﹤0.01%
11
-39
1082
$2.03K ﹤0.01%
+160
1083
$2.02K ﹤0.01%
121
1084
$2.02K ﹤0.01%
+7
1085
$2.02K ﹤0.01%
90
1086
$2.02K ﹤0.01%
+65
1087
$2.01K ﹤0.01%
+34
1088
$2.01K ﹤0.01%
6
-10
1089
$1.97K ﹤0.01%
+10
1090
$1.97K ﹤0.01%
48
1091
$1.97K ﹤0.01%
+41
1092
$1.95K ﹤0.01%
+62
1093
$1.93K ﹤0.01%
6
-9
1094
$1.92K ﹤0.01%
31
1095
$1.91K ﹤0.01%
60
1096
$1.91K ﹤0.01%
+45
1097
$1.89K ﹤0.01%
+94
1098
$1.89K ﹤0.01%
25
1099
$1.89K ﹤0.01%
88
1100
$1.87K ﹤0.01%
37
-65
42 43
44
45 46