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
1126
$1.63K ﹤0.01%
+123
1127
$1.59K ﹤0.01%
52
-10
1128
$1.57K ﹤0.01%
62
1129
$1.57K ﹤0.01%
17
-15
1130
$1.55K ﹤0.01%
+11
1131
$1.54K ﹤0.01%
6
1132
$1.53K ﹤0.01%
+139
1133
$1.51K ﹤0.01%
100
1134
$1.49K ﹤0.01%
244
1135
$1.49K ﹤0.01%
20
1136
$1.45K ﹤0.01%
+17
1137
$1.45K ﹤0.01%
20
1138
$1.43K ﹤0.01%
338
1139
$1.41K ﹤0.01%
31
1140
$1.41K ﹤0.01%
+79
1141
$1.38K ﹤0.01%
33
1142
$1.37K ﹤0.01%
157
1143
$1.37K ﹤0.01%
+30
1144
$1.37K ﹤0.01%
110
1145
$1.35K ﹤0.01%
+58
1146
$1.35K ﹤0.01%
48
1147
$1.34K ﹤0.01%
20
-28
1148
$1.34K ﹤0.01%
8
+2
1149
$1.33K ﹤0.01%
80
1150
$1.31K ﹤0.01%
+106
44 45
46
47 48