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
$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
851
$3K ﹤0.01%
2,500
852
$3K ﹤0.01%
+42
853
$3K ﹤0.01%
39
-355
854
$3K ﹤0.01%
63
-566
855
$3K ﹤0.01%
82
-735
856
$3K ﹤0.01%
76
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857
$3K ﹤0.01%
86
858
$3K ﹤0.01%
24
-183
859
$3K ﹤0.01%
186
-67
860
$2K ﹤0.01%
12
-9
861
$2K ﹤0.01%
76
+7
862
$2K ﹤0.01%
25
-4
863
$2K ﹤0.01%
55
864
$2K ﹤0.01%
+10
865
$2K ﹤0.01%
75
866
$2K ﹤0.01%
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867
$2K ﹤0.01%
188
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868
$2K ﹤0.01%
95
869
$2K ﹤0.01%
40
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870
$2K ﹤0.01%
38
871
$2K ﹤0.01%
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872
$2K ﹤0.01%
33
873
$2K ﹤0.01%
47
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874
$2K ﹤0.01%
99
-36,222
875
$2K ﹤0.01%
+35
33 34
35
36 37