GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$19.8M
3
+$15.2M
4
FDX icon
FedEx
FDX
+$13.8M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$13.7M

Top Sells

1
+$69.2M
2
+$30.2M
3
+$27.4M
4
UNH icon
UnitedHealth
UNH
+$19.6M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$17.8M

Sector Composition

1 Financials 8.37%
2 Technology 7.74%
3 Consumer Discretionary 5.62%
4 Healthcare 5.4%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
1,663
-54
802
$9K ﹤0.01%
+248
803
$9K ﹤0.01%
+7
804
$9K ﹤0.01%
633
805
$9K ﹤0.01%
82
806
$9K ﹤0.01%
+300
807
$9K ﹤0.01%
500
808
$8K ﹤0.01%
+954
809
$8K ﹤0.01%
61
810
$8K ﹤0.01%
140
811
$8K ﹤0.01%
700
812
$8K ﹤0.01%
48
-20
813
$8K ﹤0.01%
208
+40
814
$8K ﹤0.01%
494
815
$8K ﹤0.01%
317
816
$8K ﹤0.01%
+100
817
$8K ﹤0.01%
+86
818
$8K ﹤0.01%
700
819
$8K ﹤0.01%
+235
820
$8K ﹤0.01%
14
+3
821
$8K ﹤0.01%
1,000
822
$8K ﹤0.01%
260
823
$8K ﹤0.01%
50
824
$8K ﹤0.01%
130
-10
825
$8K ﹤0.01%
267
-25
31 32
33
34 35