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
$3.89B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$46.6M
3
+$43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$32.3M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$26.8M

Top Sells

1
+$396M
2
+$67.8M
3
+$51.9M
4
MBB icon
iShares MBS ETF
MBB
+$45.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$40.4M

Sector Composition

1 Technology 8.72%
2 Financials 7.07%
3 Healthcare 6.36%
4 Consumer Discretionary 4.77%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$25K ﹤0.01%
9,000
+5,000
602
$25K ﹤0.01%
636
603
$25K ﹤0.01%
252
-90
604
$25K ﹤0.01%
312
605
$25K ﹤0.01%
1,888
606
$25K ﹤0.01%
600
-343
607
$24K ﹤0.01%
98
-18
608
$24K ﹤0.01%
+1,344
609
$24K ﹤0.01%
503
610
$24K ﹤0.01%
81
-36
611
$24K ﹤0.01%
363
612
$24K ﹤0.01%
153
613
$24K ﹤0.01%
85
+8
614
$24K ﹤0.01%
396
615
$24K ﹤0.01%
143
+30
616
$24K ﹤0.01%
185
-6
617
$23K ﹤0.01%
1,372
618
$23K ﹤0.01%
105
619
$23K ﹤0.01%
790
-134
620
$23K ﹤0.01%
250
621
$23K ﹤0.01%
1,218
-783
622
$22K ﹤0.01%
100
623
$22K ﹤0.01%
100
624
$22K ﹤0.01%
1,000
625
$22K ﹤0.01%
428
-7
23 24
25
26 27