GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
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
State Street 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
426
$67K ﹤0.01%
683
-308,208
427
$66K ﹤0.01%
379
428
$66K ﹤0.01%
1,152
-155,127
429
$66K ﹤0.01%
487
+23
430
$66K ﹤0.01%
1,114
+1
431
$66K ﹤0.01%
516
-234
432
$65K ﹤0.01%
569
+32
433
$65K ﹤0.01%
1,052
+203
434
$64K ﹤0.01%
195
+60
435
$64K ﹤0.01%
772
-117
436
$62K ﹤0.01%
1,934
437
$62K ﹤0.01%
1,104
+964
438
$61K ﹤0.01%
2,088
+402
439
$61K ﹤0.01%
2,281
440
$60K ﹤0.01%
947
441
$60K ﹤0.01%
1,504
442
$59K ﹤0.01%
1,378
-1
443
$59K ﹤0.01%
612
+125
444
$59K ﹤0.01%
387
445
$59K ﹤0.01%
1,139
-1,854
446
$59K ﹤0.01%
1,470
-581
447
$59K ﹤0.01%
1,210
448
$58K ﹤0.01%
931
449
$58K ﹤0.01%
2,734
-3,413
450
$57K ﹤0.01%
1,250
16 17
18
19 20