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
476
$27K ﹤0.01%
458
477
$27K ﹤0.01%
2,740
-68
478
$27K ﹤0.01%
+483
479
$27K ﹤0.01%
1,000
480
$27K ﹤0.01%
2,184
481
$27K ﹤0.01%
2,166
-1,938
482
$27K ﹤0.01%
+200
483
$27K ﹤0.01%
7,810
-668
484
$27K ﹤0.01%
517
+41
485
$26K ﹤0.01%
2,168
486
$26K ﹤0.01%
449
-148
487
$26K ﹤0.01%
859
488
$26K ﹤0.01%
492
489
$26K ﹤0.01%
781
-3
490
$25K ﹤0.01%
134
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491
$25K ﹤0.01%
1,888
492
$25K ﹤0.01%
2,367
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493
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1,223
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494
$25K ﹤0.01%
215
495
$24K ﹤0.01%
5,000
-225
496
$24K ﹤0.01%
1,200
497
$24K ﹤0.01%
474
498
$23K ﹤0.01%
660
499
$23K ﹤0.01%
1,232
-506
500
$23K ﹤0.01%
544
-200
18 19
20
21 22