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
801
$4K ﹤0.01%
350
802
$4K ﹤0.01%
+45
803
$4K ﹤0.01%
363
804
$4K ﹤0.01%
348
805
$4K ﹤0.01%
375
806
$4K ﹤0.01%
+100
807
$4K ﹤0.01%
238
+1
808
$4K ﹤0.01%
325
809
$4K ﹤0.01%
133
810
$4K ﹤0.01%
191
811
$4K ﹤0.01%
530
812
$4K ﹤0.01%
2,500
813
$3K ﹤0.01%
76
814
$3K ﹤0.01%
50
815
$3K ﹤0.01%
256
816
$3K ﹤0.01%
33
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817
$3K ﹤0.01%
275
818
$3K ﹤0.01%
51
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819
$3K ﹤0.01%
224
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820
$3K ﹤0.01%
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821
$3K ﹤0.01%
38
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822
$3K ﹤0.01%
114
823
$3K ﹤0.01%
7
824
$3K ﹤0.01%
94
825
$3K ﹤0.01%
7
31 32
33
34 35