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
701
$15K ﹤0.01%
116
+86
702
$15K ﹤0.01%
280
703
$15K ﹤0.01%
113
-30
704
$15K ﹤0.01%
1,597
705
$15K ﹤0.01%
+273
706
$14K ﹤0.01%
332
707
$14K ﹤0.01%
174
708
$14K ﹤0.01%
290
+92
709
$14K ﹤0.01%
1,044
710
$14K ﹤0.01%
162
711
$14K ﹤0.01%
100
-102,478
712
$14K ﹤0.01%
207
713
$14K ﹤0.01%
290
-18
714
$14K ﹤0.01%
654
+116
715
$14K ﹤0.01%
429
716
$14K ﹤0.01%
44
717
$13K ﹤0.01%
300
718
$13K ﹤0.01%
402
719
$13K ﹤0.01%
+266
720
$13K ﹤0.01%
336
721
$13K ﹤0.01%
+345
722
$13K ﹤0.01%
825
-20
723
$13K ﹤0.01%
370
-620
724
$13K ﹤0.01%
500
-10
725
$13K ﹤0.01%
+545
27 28
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