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
$3.43B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$19.8M
3
+$15.2M
4
FDX icon
FedEx
FDX
+$13.8M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$13.7M

Top Sells

1
+$69.2M
2
+$30.2M
3
+$27.4M
4
UNH icon
UnitedHealth
UNH
+$19.6M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$17.8M

Sector Composition

1 Financials 8.37%
2 Technology 7.74%
3 Consumer Discretionary 5.62%
4 Healthcare 5.4%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$447K 0.01%
17,002
+17,000
227
$437K 0.01%
4,451
-61
228
$437K 0.01%
6,667
-74
229
$433K 0.01%
8,647
-88
230
$430K 0.01%
8,743
-87
231
$430K 0.01%
10,642
-834
232
$424K 0.01%
3,992
-1,593
233
$423K 0.01%
2,511
+70
234
$415K 0.01%
11,607
+3,751
235
$412K 0.01%
5,025
+2,640
236
$411K 0.01%
146,725
-1,590
237
$410K 0.01%
3,231
+232
238
$409K 0.01%
3,200
-93
239
$406K 0.01%
8,355
-61
240
$406K 0.01%
7,309
-1,391
241
$399K 0.01%
7,369
-1,137
242
$398K 0.01%
4,107
-29
243
$395K 0.01%
9,465
-1,523
244
$395K 0.01%
3,491
-23
245
$394K 0.01%
24,295
-122
246
$392K 0.01%
2,974
+551
247
$387K 0.01%
14,352
-31
248
$385K 0.01%
3,829
249
$376K 0.01%
1,161
-22,018
250
$373K 0.01%
10,715
+6
8 9
10
11 12