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
1276
$181 ﹤0.01%
+43
1277
$179 ﹤0.01%
+40
1278
$173 ﹤0.01%
+14
1279
$170 ﹤0.01%
11
1280
$167 ﹤0.01%
6
1281
$166 ﹤0.01%
+17
1282
$164 ﹤0.01%
+60
1283
$163 ﹤0.01%
26
1284
$158 ﹤0.01%
68
+28
1285
$157 ﹤0.01%
+6
1286
$154 ﹤0.01%
+200
1287
$154 ﹤0.01%
+40
1288
$153 ﹤0.01%
+30
1289
$152 ﹤0.01%
3
1290
$151 ﹤0.01%
1
-8
1291
$151 ﹤0.01%
+5
1292
$149 ﹤0.01%
+7
1293
$146 ﹤0.01%
1
1294
$145 ﹤0.01%
5
1295
$137 ﹤0.01%
6
1296
$135 ﹤0.01%
+5
1297
$133 ﹤0.01%
15
1298
$127 ﹤0.01%
13
-1
1299
$124 ﹤0.01%
2
1300
$116 ﹤0.01%
+25
50 51
52
53 54