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
376
$99K ﹤0.01%
975
+475
377
$98K ﹤0.01%
5,064
+1,237
378
$98K ﹤0.01%
668
379
$97K ﹤0.01%
7,634
+222
380
$97K ﹤0.01%
348
-1
381
$97K ﹤0.01%
1,427
+286
382
$96K ﹤0.01%
3,924
383
$95K ﹤0.01%
14,000
384
$94K ﹤0.01%
517
+263
385
$94K ﹤0.01%
2,866
-127
386
$93K ﹤0.01%
4,177
-5,420
387
$92K ﹤0.01%
971
+53
388
$91K ﹤0.01%
1,582
-1,252
389
$91K ﹤0.01%
1,553
390
$90K ﹤0.01%
2,626
391
$90K ﹤0.01%
3,470
-88
392
$89K ﹤0.01%
452
+27
393
$89K ﹤0.01%
7,390
+20
394
$88K ﹤0.01%
1,307
395
$88K ﹤0.01%
1,500
396
$88K ﹤0.01%
1,336
397
$87K ﹤0.01%
560
+130
398
$87K ﹤0.01%
3,028
+1,710
399
$86K ﹤0.01%
955
-164,494
400
$86K ﹤0.01%
444
+2
14 15
16
17 18