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
351
$121K ﹤0.01%
2,348
+1,100
352
$120K ﹤0.01%
2,156
+1,184
353
$120K ﹤0.01%
6,631
354
$118K ﹤0.01%
12,630
-1,884
355
$117K ﹤0.01%
2,778
356
$116K ﹤0.01%
3,396
357
$116K ﹤0.01%
675
358
$116K ﹤0.01%
3,274
+50
359
$114K ﹤0.01%
966
+55
360
$114K ﹤0.01%
844
361
$113K ﹤0.01%
3,404
362
$112K ﹤0.01%
1,458
+497
363
$111K ﹤0.01%
3,805
364
$111K ﹤0.01%
1,557
+278
365
$110K ﹤0.01%
864
+291
366
$109K ﹤0.01%
2,818
+132
367
$108K ﹤0.01%
1,595
-628
368
$108K ﹤0.01%
14,000
369
$107K ﹤0.01%
4,647
370
$106K ﹤0.01%
842
-439
371
$105K ﹤0.01%
5,120
372
$101K ﹤0.01%
500
373
$99K ﹤0.01%
1,579
-233
374
$99K ﹤0.01%
3,557
-269
375
$99K ﹤0.01%
1,969
13 14
15
16 17