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
626
$22K ﹤0.01%
704
627
$22K ﹤0.01%
474
628
$22K ﹤0.01%
419
+42
629
$22K ﹤0.01%
44
630
$22K ﹤0.01%
143
631
$22K ﹤0.01%
1,000
632
$22K ﹤0.01%
120
633
$21K ﹤0.01%
82
634
$21K ﹤0.01%
427
-169
635
$21K ﹤0.01%
113
636
$21K ﹤0.01%
624
+277
637
$21K ﹤0.01%
517
638
$21K ﹤0.01%
500
639
$21K ﹤0.01%
307
+1
640
$21K ﹤0.01%
+402
641
$21K ﹤0.01%
674
642
$21K ﹤0.01%
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643
$21K ﹤0.01%
232
644
$21K ﹤0.01%
60
-29,506
645
$21K ﹤0.01%
200
646
$21K ﹤0.01%
200
647
$20K ﹤0.01%
150
-300
648
$20K ﹤0.01%
209
+85
649
$20K ﹤0.01%
173
650
$20K ﹤0.01%
374
-338
24 25
26
27 28