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
626
$22K ﹤0.01%
150
627
$22K ﹤0.01%
200
628
$22K ﹤0.01%
+496
629
$22K ﹤0.01%
636
630
$22K ﹤0.01%
600
631
$22K ﹤0.01%
+420
632
$22K ﹤0.01%
435
+39
633
$22K ﹤0.01%
780
634
$21K ﹤0.01%
100
635
$21K ﹤0.01%
87
-11
636
$21K ﹤0.01%
315
+81
637
$21K ﹤0.01%
218
+45
638
$21K ﹤0.01%
429
+1
639
$21K ﹤0.01%
425
+6
640
$21K ﹤0.01%
575
+140
641
$21K ﹤0.01%
792
+2
642
$21K ﹤0.01%
120
643
$20K ﹤0.01%
283
644
$20K ﹤0.01%
2,368
+369
645
$20K ﹤0.01%
1,372
646
$20K ﹤0.01%
42
647
$20K ﹤0.01%
+167
648
$20K ﹤0.01%
250
649
$20K ﹤0.01%
700
-442
650
$20K ﹤0.01%
1,000
24 25
26
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