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
326
$145K ﹤0.01%
729
+18
327
$143K ﹤0.01%
1,837
+1,487
328
$142K ﹤0.01%
+1,097
329
$141K ﹤0.01%
1,986
+834
330
$140K ﹤0.01%
2,643
331
$138K ﹤0.01%
3,752
-248
332
$136K ﹤0.01%
10,372
333
$136K ﹤0.01%
4,056
334
$134K ﹤0.01%
1,477
335
$134K ﹤0.01%
5,159
+104
336
$134K ﹤0.01%
5,184
+922
337
$133K ﹤0.01%
1,742
-1,413
338
$130K ﹤0.01%
2,148
+359
339
$129K ﹤0.01%
1,124
+902
340
$128K ﹤0.01%
611
-63,358
341
$128K ﹤0.01%
4,312
+572
342
$128K ﹤0.01%
955
+64
343
$128K ﹤0.01%
992
+710
344
$127K ﹤0.01%
3,282
-148,351
345
$125K ﹤0.01%
11,000
346
$125K ﹤0.01%
5,687
-4,761
347
$125K ﹤0.01%
2,747
+240
348
$124K ﹤0.01%
3,208
-165
349
$122K ﹤0.01%
842
-492
350
$122K ﹤0.01%
5,171
-51
12 13
14
15 16