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
$2.19B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$39.4M
3
+$33.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$29.8M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$23.9M

Top Sells

1
+$43.9M
2
+$37.1M
3
+$30.5M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$23.5M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$13.9M

Sector Composition

1 Financials 7.18%
2 Healthcare 7.01%
3 Technology 5.55%
4 Consumer Discretionary 4.5%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$44K ﹤0.01%
728
-100
402
$44K ﹤0.01%
1,699
-677
403
$44K ﹤0.01%
733
+42
404
$44K ﹤0.01%
1,041
405
$43K ﹤0.01%
1,575
-150
406
$43K ﹤0.01%
+1,512
407
$43K ﹤0.01%
540
+499
408
$42K ﹤0.01%
1,992
409
$42K ﹤0.01%
475
+25
410
$42K ﹤0.01%
1,637
-196,658
411
$41K ﹤0.01%
95
-1,051
412
$41K ﹤0.01%
3,094
413
$41K ﹤0.01%
498
-107
414
$41K ﹤0.01%
1,598
-27,532
415
$41K ﹤0.01%
668
-210
416
$41K ﹤0.01%
1,942
-1,791
417
$40K ﹤0.01%
4,910
-1,017
418
$40K ﹤0.01%
2,415
+2,035
419
$40K ﹤0.01%
384
-6
420
$40K ﹤0.01%
1,543
-523
421
$40K ﹤0.01%
230
422
$39K ﹤0.01%
599
423
$39K ﹤0.01%
764
+6
424
$39K ﹤0.01%
1,152
+279
425
$39K ﹤0.01%
3,595
-494
15 16
17
18 19