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
751
$1K ﹤0.01%
+62
752
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753
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754
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6
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-128
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761
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6
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764
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5
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766
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+14
767
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768
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12
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769
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770
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141
771
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21
772
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29
773
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774
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26
775
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24
29 30
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32 33