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
476
$50K ﹤0.01%
490
477
$50K ﹤0.01%
200
478
$49K ﹤0.01%
959
479
$49K ﹤0.01%
3,600
+3,345
480
$49K ﹤0.01%
+2,067
481
$49K ﹤0.01%
180
482
$48K ﹤0.01%
237
-7
483
$48K ﹤0.01%
650
484
$48K ﹤0.01%
2,400
485
$48K ﹤0.01%
1,296
-245
486
$47K ﹤0.01%
517
-375
487
$47K ﹤0.01%
230
-2
488
$47K ﹤0.01%
444
+44
489
$46K ﹤0.01%
2,236
-22
490
$46K ﹤0.01%
584
+332
491
$45K ﹤0.01%
1,591
492
$45K ﹤0.01%
10,029
493
$45K ﹤0.01%
3,202
494
$45K ﹤0.01%
351
+251
495
$44K ﹤0.01%
887
-4
496
$44K ﹤0.01%
3,080
497
$43K ﹤0.01%
1,229
498
$42K ﹤0.01%
1,004
+501
499
$42K ﹤0.01%
1,045
+125
500
$42K ﹤0.01%
237
18 19
20
21 22