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
601
$25K ﹤0.01%
+640
602
$25K ﹤0.01%
587
603
$25K ﹤0.01%
467
-28
604
$25K ﹤0.01%
742
-29
605
$25K ﹤0.01%
2,000
606
$25K ﹤0.01%
498
607
$25K ﹤0.01%
463
608
$24K ﹤0.01%
100
-7
609
$24K ﹤0.01%
440
+8
610
$24K ﹤0.01%
1,200
611
$24K ﹤0.01%
2,447
+1,229
612
$24K ﹤0.01%
327
-1
613
$24K ﹤0.01%
206
+5
614
$24K ﹤0.01%
220
-80
615
$24K ﹤0.01%
312
616
$24K ﹤0.01%
372
617
$24K ﹤0.01%
1,470
-62
618
$24K ﹤0.01%
1,129
+1,107
619
$23K ﹤0.01%
+355
620
$23K ﹤0.01%
382
621
$23K ﹤0.01%
1,950
622
$23K ﹤0.01%
105
623
$23K ﹤0.01%
226
+95
624
$23K ﹤0.01%
330
+98
625
$22K ﹤0.01%
243
+42
23 24
25
26 27