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
651
$20K ﹤0.01%
200
652
$20K ﹤0.01%
1,283
-3,985
653
$19K ﹤0.01%
461
+34
654
$19K ﹤0.01%
185
655
$19K ﹤0.01%
1,277
656
$19K ﹤0.01%
704
657
$19K ﹤0.01%
474
658
$19K ﹤0.01%
500
659
$19K ﹤0.01%
+750
660
$19K ﹤0.01%
143
661
$19K ﹤0.01%
790
-14
662
$19K ﹤0.01%
200
663
$18K ﹤0.01%
503
+402
664
$18K ﹤0.01%
517
665
$18K ﹤0.01%
655
+7
666
$18K ﹤0.01%
+300
667
$18K ﹤0.01%
56
668
$18K ﹤0.01%
44
669
$18K ﹤0.01%
272
+134
670
$18K ﹤0.01%
385
+87
671
$18K ﹤0.01%
585
-229
672
$18K ﹤0.01%
264
+152
673
$18K ﹤0.01%
740
+32
674
$17K ﹤0.01%
308
+1
675
$17K ﹤0.01%
86
+5
25 26
27
28 29