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
51
$14.5M 0.42%
58,713
+1,003
52
$14.4M 0.42%
414,989
+26,714
53
$14.2M 0.42%
168,155
-2,436
54
$14.2M 0.42%
166,804
-160,534
55
$14.1M 0.41%
62,264
+61,069
56
$13.9M 0.41%
57,530
-1,824
57
$13.7M 0.4%
43,362
+20,330
58
$13.5M 0.4%
74,159
+7,540
59
$13.4M 0.39%
372,374
+112,418
60
$13.3M 0.39%
67,610
-14,186
61
$13.3M 0.39%
290,303
+9,398
62
$13.2M 0.39%
172,972
+25,358
63
$13.1M 0.38%
263,353
+96,250
64
$13.1M 0.38%
141,235
+5,773
65
$13M 0.38%
76,953
-508
66
$12.9M 0.38%
594,171
-628,647
67
$12.9M 0.38%
99,446
+4,126
68
$12.8M 0.37%
270,535
+42,495
69
$12.8M 0.37%
40,987
+40,983
70
$12.8M 0.37%
139,343
+6,179
71
$12.7M 0.37%
154,110
-36,198
72
$12.6M 0.37%
59,152
+2,668
73
$12.4M 0.36%
26,118
-963
74
$12.3M 0.36%
810,150
+76,610
75
$12.1M 0.35%
209,096
+208,656
1 2
3
4 5