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
1326
$69 ﹤0.01%
1
1327
$67 ﹤0.01%
2
-96
1328
$65 ﹤0.01%
12
1329
$64 ﹤0.01%
2
+1
1330
$63 ﹤0.01%
1
1331
$63 ﹤0.01%
7
1332
$59 ﹤0.01%
1
1333
$58 ﹤0.01%
+3
1334
$51 ﹤0.01%
1
1335
$50 ﹤0.01%
2
1336
$49 ﹤0.01%
6
1337
$49 ﹤0.01%
+6
1338
$46 ﹤0.01%
10
-1
1339
$46 ﹤0.01%
2
-1
1340
$46 ﹤0.01%
+4
1341
$45 ﹤0.01%
+1
1342
$38 ﹤0.01%
+1
1343
$37 ﹤0.01%
+1
1344
$37 ﹤0.01%
1
-1
1345
$35 ﹤0.01%
+11
1346
$35 ﹤0.01%
+1
1347
$30 ﹤0.01%
52
1348
$28 ﹤0.01%
+1
1349
$27 ﹤0.01%
1
-1
1350
$24 ﹤0.01%
2
-25
52 53
54
55 56