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
1151
$656 ﹤0.01%
+30
1152
$645 ﹤0.01%
47
1153
$640 ﹤0.01%
6
1154
$632 ﹤0.01%
+15
1155
$629 ﹤0.01%
30
1156
$624 ﹤0.01%
15
1157
$623 ﹤0.01%
+23
1158
$611 ﹤0.01%
+16
1159
$610 ﹤0.01%
2
1160
$609 ﹤0.01%
51
-25
1161
$609 ﹤0.01%
13
-6
1162
$598 ﹤0.01%
6
1163
$595 ﹤0.01%
35
1164
$592 ﹤0.01%
23
1165
$589 ﹤0.01%
+57
1166
$571 ﹤0.01%
10
1167
$568 ﹤0.01%
5
1168
$554 ﹤0.01%
30
1169
$551 ﹤0.01%
+10
1170
$550 ﹤0.01%
100
1171
$545 ﹤0.01%
+48
1172
$544 ﹤0.01%
5
-6
1173
$542 ﹤0.01%
122
1174
$534 ﹤0.01%
200
1175
$524 ﹤0.01%
13
-27
45 46
47
48 49