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
$3.89B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$46.6M
3
+$43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$32.3M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$26.8M

Top Sells

1
+$396M
2
+$67.8M
3
+$51.9M
4
MBB icon
iShares MBS ETF
MBB
+$45.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$40.4M

Sector Composition

1 Technology 8.72%
2 Financials 7.07%
3 Healthcare 6.36%
4 Consumer Discretionary 4.77%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$5K ﹤0.01%
130
877
$5K ﹤0.01%
41
+31
878
$5K ﹤0.01%
94
-105
879
$5K ﹤0.01%
+249
880
$5K ﹤0.01%
+58
881
$5K ﹤0.01%
+150
882
$5K ﹤0.01%
133
+100
883
$5K ﹤0.01%
224
-210
884
$5K ﹤0.01%
18
885
$5K ﹤0.01%
20
886
$5K ﹤0.01%
77
887
$5K ﹤0.01%
37
888
$5K ﹤0.01%
+142
889
$5K ﹤0.01%
10
-3
890
$5K ﹤0.01%
35
891
$5K ﹤0.01%
36
892
$5K ﹤0.01%
994
893
$5K ﹤0.01%
35
894
$5K ﹤0.01%
72
+30
895
$5K ﹤0.01%
64
896
$5K ﹤0.01%
210
897
$5K ﹤0.01%
35
+32
898
$5K ﹤0.01%
289
899
$5K ﹤0.01%
250
-100
900
$5K ﹤0.01%
67
34 35
36
37 38