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
1176
$1.11K ﹤0.01%
29
+25
1177
$1.1K ﹤0.01%
17
1178
$1.1K ﹤0.01%
+23
1179
$1.08K ﹤0.01%
15
1180
$1.08K ﹤0.01%
50
1181
$1.08K ﹤0.01%
22
+1
1182
$1.07K ﹤0.01%
+8
1183
$1.06K ﹤0.01%
37
+17
1184
$1.06K ﹤0.01%
+32
1185
$1.06K ﹤0.01%
+18
1186
$1.05K ﹤0.01%
30
-100
1187
$1.05K ﹤0.01%
163
-444
1188
$1.04K ﹤0.01%
15
1189
$1.04K ﹤0.01%
275
1190
$1.02K ﹤0.01%
42
+15
1191
$1.02K ﹤0.01%
71
-4,726
1192
$1.02K ﹤0.01%
22
1193
$1.02K ﹤0.01%
25
1194
$1.01K ﹤0.01%
295
1195
$1.01K ﹤0.01%
56
+23
1196
$995 ﹤0.01%
+49
1197
$991 ﹤0.01%
24
1198
$981 ﹤0.01%
110
1199
$972 ﹤0.01%
5
+1
1200
$970 ﹤0.01%
11
+9
46 47
48
49 50