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
301
$175K 0.01%
5,606
+5,539
302
$175K 0.01%
6,178
-67
303
$173K 0.01%
4,873
-1,050
304
$172K 0.01%
2,342
+9
305
$171K 0.01%
2,024
+800
306
$171K 0.01%
9,525
+766
307
$170K 0.01%
6,834
308
$169K ﹤0.01%
4,422
-734
309
$168K ﹤0.01%
7,938
310
$168K ﹤0.01%
3,214
+198
311
$168K ﹤0.01%
6,173
312
$166K ﹤0.01%
1,796
+213
313
$166K ﹤0.01%
3,665
-65
314
$163K ﹤0.01%
826
+359
315
$161K ﹤0.01%
3,229
+696
316
$161K ﹤0.01%
1,571
-13
317
$160K ﹤0.01%
1,408
-164
318
$160K ﹤0.01%
2,008
-25
319
$158K ﹤0.01%
3,889
-2,983
320
$157K ﹤0.01%
8,365
-587,638
321
$153K ﹤0.01%
3,003
-2,298
322
$153K ﹤0.01%
692
+51
323
$151K ﹤0.01%
1,332
+1
324
$145K ﹤0.01%
2,106
+495
325
$145K ﹤0.01%
2,075
-107
11 12
13
14 15