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
451
$57K ﹤0.01%
278
+125
452
$57K ﹤0.01%
422
+39
453
$57K ﹤0.01%
1,522
454
$57K ﹤0.01%
1,070
455
$57K ﹤0.01%
808
+336
456
$56K ﹤0.01%
903
457
$56K ﹤0.01%
1,333
-494
458
$55K ﹤0.01%
509
-414
459
$55K ﹤0.01%
1,003
+20
460
$55K ﹤0.01%
605
-316
461
$54K ﹤0.01%
+839
462
$53K ﹤0.01%
267
-79
463
$53K ﹤0.01%
1,526
-22
464
$52K ﹤0.01%
186
+110
465
$52K ﹤0.01%
722
+181
466
$52K ﹤0.01%
845
467
$52K ﹤0.01%
1,512
468
$52K ﹤0.01%
770
+374
469
$52K ﹤0.01%
293
+286
470
$52K ﹤0.01%
1,663
471
$51K ﹤0.01%
3,600
-1,187
472
$51K ﹤0.01%
493
+263
473
$51K ﹤0.01%
785
474
$51K ﹤0.01%
923
+909
475
$50K ﹤0.01%
6,882
17 18
19
20 21