GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
726
$6K ﹤0.01%
233
+48
727
$6K ﹤0.01%
119
728
$6K ﹤0.01%
218
-18
729
$5K ﹤0.01%
82
730
$5K ﹤0.01%
80
-10
731
$5K ﹤0.01%
173
-16
732
$5K ﹤0.01%
340
733
$5K ﹤0.01%
34
+19
734
$5K ﹤0.01%
56
-2
735
$5K ﹤0.01%
66
-16
736
$5K ﹤0.01%
492
+92
737
$5K ﹤0.01%
624
738
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100
739
$5K ﹤0.01%
181
740
$5K ﹤0.01%
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741
$5K ﹤0.01%
129
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742
$5K ﹤0.01%
91
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743
$5K ﹤0.01%
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744
$5K ﹤0.01%
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745
$5K ﹤0.01%
241
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746
$5K ﹤0.01%
420
747
$5K ﹤0.01%
79
-18
748
$5K ﹤0.01%
285
749
$5K ﹤0.01%
92
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750
$5K ﹤0.01%
156
-229,130
28 29
30
31 32