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
676
$17K ﹤0.01%
364
+1
677
$17K ﹤0.01%
1,122
678
$17K ﹤0.01%
250
-128
679
$17K ﹤0.01%
204
+10
680
$16K ﹤0.01%
110
681
$16K ﹤0.01%
+405
682
$16K ﹤0.01%
+172
683
$16K ﹤0.01%
257
684
$16K ﹤0.01%
294
-80
685
$16K ﹤0.01%
333
+243
686
$16K ﹤0.01%
90
687
$16K ﹤0.01%
674
688
$16K ﹤0.01%
263
-47
689
$16K ﹤0.01%
1,002
+1
690
$16K ﹤0.01%
325
691
$16K ﹤0.01%
72
692
$16K ﹤0.01%
313
693
$16K ﹤0.01%
+460
694
$16K ﹤0.01%
96
695
$16K ﹤0.01%
211
+4
696
$15K ﹤0.01%
345
-214,913
697
$15K ﹤0.01%
756
698
$15K ﹤0.01%
178
699
$15K ﹤0.01%
925
+185
700
$15K ﹤0.01%
113
-40
26 27
28
29 30