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
$3.89B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$46.6M
3
+$43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$32.3M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$26.8M

Top Sells

1
+$396M
2
+$67.8M
3
+$51.9M
4
MBB icon
iShares MBS ETF
MBB
+$45.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$40.4M

Sector Composition

1 Technology 8.72%
2 Financials 7.07%
3 Healthcare 6.36%
4 Consumer Discretionary 4.77%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$10K ﹤0.01%
202
-120
777
$10K ﹤0.01%
700
778
$10K ﹤0.01%
138
779
$10K ﹤0.01%
200
780
$10K ﹤0.01%
125
-125
781
$10K ﹤0.01%
102
782
$10K ﹤0.01%
260
+172
783
$10K ﹤0.01%
172
784
$10K ﹤0.01%
140
785
$10K ﹤0.01%
56
-41
786
$10K ﹤0.01%
88
787
$9K ﹤0.01%
+180
788
$9K ﹤0.01%
700
789
$9K ﹤0.01%
317
790
$9K ﹤0.01%
198
+2
791
$9K ﹤0.01%
+277
792
$9K ﹤0.01%
+172
793
$9K ﹤0.01%
232
794
$9K ﹤0.01%
234
+1
795
$9K ﹤0.01%
109
796
$9K ﹤0.01%
+362
797
$9K ﹤0.01%
50
-18
798
$9K ﹤0.01%
243
799
$9K ﹤0.01%
424
800
$9K ﹤0.01%
+440
30 31
32
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