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
$3.89B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$46.6M
3
+$43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$32.3M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$26.8M

Top Sells

1
+$396M
2
+$67.8M
3
+$51.9M
4
MBB icon
iShares MBS ETF
MBB
+$45.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$40.4M

Sector Composition

1 Technology 8.72%
2 Financials 7.07%
3 Healthcare 6.36%
4 Consumer Discretionary 4.77%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$58K ﹤0.01%
774
-154
452
$57K ﹤0.01%
464
+73
453
$57K ﹤0.01%
487
-115
454
$56K ﹤0.01%
+1,950
455
$56K ﹤0.01%
411
-108,842
456
$56K ﹤0.01%
+1,121
457
$56K ﹤0.01%
400
458
$56K ﹤0.01%
1,626
+1,273
459
$56K ﹤0.01%
500
-77
460
$56K ﹤0.01%
+950
461
$54K ﹤0.01%
180
462
$54K ﹤0.01%
3,202
463
$54K ﹤0.01%
+1,832
464
$53K ﹤0.01%
254
+33
465
$53K ﹤0.01%
440
+176
466
$53K ﹤0.01%
845
+100
467
$53K ﹤0.01%
9,417
468
$52K ﹤0.01%
1,069
469
$52K ﹤0.01%
511
+451
470
$52K ﹤0.01%
814
-357
471
$51K ﹤0.01%
2,258
-6
472
$51K ﹤0.01%
3,080
473
$51K ﹤0.01%
760
-1,040
474
$50K ﹤0.01%
639
475
$50K ﹤0.01%
849
-67
17 18
19
20 21