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
$1.43B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
965
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$21.5M
3
+$15.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.62M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$7.73M

Top Sells

1
+$264M
2
+$19.6M
3
+$13.3M
4
PBI icon
Pitney Bowes
PBI
+$7.69M
5
LLY icon
Eli Lilly
LLY
+$6.9M

Sector Composition

1 Consumer Discretionary 4.2%
2 Healthcare 4.04%
3 Energy 3.89%
4 Financials 3.51%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
+4
727
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18
728
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+16
729
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20
730
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+252
731
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+9
732
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24
-200
733
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100
734
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44
735
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24
736
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11
-230
737
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738
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+66
739
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13
740
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6
-62
741
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19
-200
742
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743
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32
744
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+16
745
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18
746
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12
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747
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33
748
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+30
749
$1K ﹤0.01%
13
750
$1K ﹤0.01%
15
28 29
30
31 32