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
526
$36K ﹤0.01%
500
527
$35K ﹤0.01%
191
+20
528
$35K ﹤0.01%
1,368
+247
529
$35K ﹤0.01%
667
-73
530
$35K ﹤0.01%
400
+3
531
$35K ﹤0.01%
1,453
-2,987
532
$34K ﹤0.01%
1,219
-229
533
$34K ﹤0.01%
736
534
$34K ﹤0.01%
1,149
-10
535
$34K ﹤0.01%
748
536
$34K ﹤0.01%
1,048
537
$34K ﹤0.01%
356
538
$34K ﹤0.01%
734
539
$34K ﹤0.01%
3,065
540
$34K ﹤0.01%
3,427
541
$34K ﹤0.01%
+300
542
$34K ﹤0.01%
3,366
543
$33K ﹤0.01%
700
544
$33K ﹤0.01%
428
+16
545
$33K ﹤0.01%
2,179
+779
546
$33K ﹤0.01%
1,036
-1,234
547
$33K ﹤0.01%
1,260
548
$33K ﹤0.01%
+1,433
549
$33K ﹤0.01%
559
+285
550
$33K ﹤0.01%
461
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