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
$3.43B
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 icon
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
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
501
$42K ﹤0.01%
2,480
-9,277
502
$42K ﹤0.01%
1,090
-23
503
$42K ﹤0.01%
237
504
$42K ﹤0.01%
1,004
+501
505
$42K ﹤0.01%
1,045
+125
506
$41K ﹤0.01%
639
507
$41K ﹤0.01%
1,303
+165
508
$41K ﹤0.01%
936
-255
509
$41K ﹤0.01%
629
-299
510
$40K ﹤0.01%
2,057
-688
511
$39K ﹤0.01%
500
512
$39K ﹤0.01%
623
+117
513
$39K ﹤0.01%
600
514
$39K ﹤0.01%
781
-8,278
515
$38K ﹤0.01%
527
516
$37K ﹤0.01%
80
517
$37K ﹤0.01%
459
+22
518
$37K ﹤0.01%
525
519
$37K ﹤0.01%
172
+100
520
$37K ﹤0.01%
+575
521
$37K ﹤0.01%
2,500
522
$36K ﹤0.01%
2,724
+836
523
$36K ﹤0.01%
442
+42
524
$36K ﹤0.01%
2,302
+134
525
$36K ﹤0.01%
306
19 20
21
22 23