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
851
$7K ﹤0.01%
225
852
$7K ﹤0.01%
+50
853
$7K ﹤0.01%
300
854
$6K ﹤0.01%
75
855
$6K ﹤0.01%
64
856
$6K ﹤0.01%
80
857
$6K ﹤0.01%
+188
858
$6K ﹤0.01%
+100
859
$6K ﹤0.01%
104
860
$6K ﹤0.01%
66
861
$6K ﹤0.01%
67
862
$6K ﹤0.01%
+36
863
$6K ﹤0.01%
600
864
$6K ﹤0.01%
+62
865
$6K ﹤0.01%
127
+14
866
$6K ﹤0.01%
83
867
$6K ﹤0.01%
144
868
$6K ﹤0.01%
+303
869
$6K ﹤0.01%
227
-397
870
$6K ﹤0.01%
97
-32
871
$6K ﹤0.01%
65
+47
872
$6K ﹤0.01%
72
873
$6K ﹤0.01%
+450
874
$6K ﹤0.01%
+100
875
$6K ﹤0.01%
+435
33 34
35
36 37