GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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
+$39.8M
2
+$35.2M
3
+$32.8M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$26.8M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$23.8M

Top Sells

1
+$42.3M
2
+$36.1M
3
+$29.3M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$23.1M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$13.7M

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
801
$4K ﹤0.01%
+45
802
$4K ﹤0.01%
363
803
$4K ﹤0.01%
348
804
$4K ﹤0.01%
375
805
$4K ﹤0.01%
+100
806
$4K ﹤0.01%
238
+1
807
$4K ﹤0.01%
325
808
$4K ﹤0.01%
133
809
$4K ﹤0.01%
191
810
$4K ﹤0.01%
530
811
$4K ﹤0.01%
2,500
812
$4K ﹤0.01%
+1,000
813
$3K ﹤0.01%
121
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814
$3K ﹤0.01%
76
815
$3K ﹤0.01%
50
816
$3K ﹤0.01%
256
817
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818
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821
$3K ﹤0.01%
168
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$3K ﹤0.01%
114
824
$3K ﹤0.01%
7
825
$3K ﹤0.01%
94
31 32
33
34 35