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
251
$361K 0.01%
4,414
+28
252
$359K 0.01%
4,370
+1,760
253
$348K 0.01%
13,032
+77
254
$346K 0.01%
3,595
-140,970
255
$345K 0.01%
1,768
+770
256
$332K 0.01%
8,694
257
$331K 0.01%
2,610
-27
258
$327K 0.01%
3,408
+50
259
$325K 0.01%
1,868
+1,701
260
$322K 0.01%
11,068
+324
261
$318K 0.01%
12,922
+12,466
262
$315K 0.01%
+9,979
263
$302K 0.01%
2,739
+457
264
$299K 0.01%
1,342
-211
265
$299K 0.01%
4,847
+1,689
266
$277K 0.01%
2,470
+1,100
267
$277K 0.01%
6,265
+245
268
$269K 0.01%
90,254
+33,433
269
$266K 0.01%
15,425
-4,014,654
270
$263K 0.01%
6,459
271
$259K 0.01%
1,372
-350
272
$258K 0.01%
10,683
-375,853
273
$253K 0.01%
2,486
+1,297
274
$245K 0.01%
6,001
+262
275
$237K 0.01%
5,558
-1,036
9 10
11
12 13