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
$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
751
$5K ﹤0.01%
156
-229,130
752
$5K ﹤0.01%
50
753
$5K ﹤0.01%
+99
754
$5K ﹤0.01%
355
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755
$5K ﹤0.01%
397
756
$4K ﹤0.01%
+1,000
757
$4K ﹤0.01%
1,570
-80
758
$4K ﹤0.01%
35
759
$4K ﹤0.01%
32
760
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50
761
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$4K ﹤0.01%
327
763
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66
764
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773
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200
774
$4K ﹤0.01%
50
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775
$4K ﹤0.01%
38
-345
29 30
31
32 33