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
401
$86K ﹤0.01%
1,707
-966
402
$86K ﹤0.01%
5,904
403
$86K ﹤0.01%
2,403
404
$85K ﹤0.01%
1,707
+162
405
$85K ﹤0.01%
600
-102
406
$85K ﹤0.01%
990
+460
407
$84K ﹤0.01%
711
-45,734
408
$80K ﹤0.01%
2,769
+204
409
$79K ﹤0.01%
1,830
-302,459
410
$77K ﹤0.01%
453
-18
411
$76K ﹤0.01%
14,138
412
$76K ﹤0.01%
1,578
-631
413
$74K ﹤0.01%
1,859
-149
414
$74K ﹤0.01%
592
415
$74K ﹤0.01%
191
+5
416
$73K ﹤0.01%
+1,108
417
$73K ﹤0.01%
325
+302
418
$72K ﹤0.01%
3,136
-3,653
419
$72K ﹤0.01%
3,189
+371
420
$71K ﹤0.01%
1,449
+115
421
$71K ﹤0.01%
448
+23
422
$69K ﹤0.01%
229
-57
423
$69K ﹤0.01%
863
-67
424
$67K ﹤0.01%
3,459
+1,027
425
$67K ﹤0.01%
305
-17