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
$2.19B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$39.4M
3
+$33.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$29.8M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$23.9M

Top Sells

1
+$43.9M
2
+$37.1M
3
+$30.5M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$23.5M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$13.9M

Sector Composition

1 Financials 7.18%
2 Healthcare 7.01%
3 Technology 5.55%
4 Consumer Discretionary 4.5%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8K ﹤0.01%
350
677
$8K ﹤0.01%
138
+116
678
$8K ﹤0.01%
94
679
$8K ﹤0.01%
262
680
$8K ﹤0.01%
1,351
681
$8K ﹤0.01%
880
682
$8K ﹤0.01%
115
683
$8K ﹤0.01%
424
-121
684
$8K ﹤0.01%
210
685
$8K ﹤0.01%
247
-19
686
$8K ﹤0.01%
48
687
$8K ﹤0.01%
117
688
$7K ﹤0.01%
217
-27
689
$7K ﹤0.01%
409
690
$7K ﹤0.01%
294
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691
$7K ﹤0.01%
250
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669
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697
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122
698
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-2
699
$7K ﹤0.01%
158
-12
700
$7K ﹤0.01%
131
26 27
28
29 30