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
$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
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
State Street 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
726
$12K ﹤0.01%
48
-34
727
$12K ﹤0.01%
100
+59
728
$12K ﹤0.01%
208
729
$12K ﹤0.01%
190
+8
730
$12K ﹤0.01%
154
731
$12K ﹤0.01%
1,300
732
$12K ﹤0.01%
204
+4
733
$12K ﹤0.01%
771
734
$12K ﹤0.01%
678
735
$12K ﹤0.01%
605
736
$12K ﹤0.01%
313
-21
737
$12K ﹤0.01%
196
+187
738
$12K ﹤0.01%
281
739
$12K ﹤0.01%
1,800
740
$12K ﹤0.01%
506
741
$11K ﹤0.01%
2,360
-300
742
$11K ﹤0.01%
443
+371
743
$11K ﹤0.01%
375
744
$11K ﹤0.01%
816
745
$11K ﹤0.01%
430
-38
746
$11K ﹤0.01%
177
747
$11K ﹤0.01%
660
748
$11K ﹤0.01%
92
749
$11K ﹤0.01%
300
+100
750
$11K ﹤0.01%
153
28 29
30
31 32