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
876
$6K ﹤0.01%
61
877
$6K ﹤0.01%
61
878
$6K ﹤0.01%
1,105
-84
879
$6K ﹤0.01%
20,000
880
$6K ﹤0.01%
60
-451
881
$5K ﹤0.01%
64
882
$5K ﹤0.01%
100
+60
883
$5K ﹤0.01%
185
-1,647
884
$5K ﹤0.01%
+376
885
$5K ﹤0.01%
+102
886
$5K ﹤0.01%
11
887
$5K ﹤0.01%
181
+79
888
$5K ﹤0.01%
+200
889
$5K ﹤0.01%
95
890
$5K ﹤0.01%
16
+7
891
$5K ﹤0.01%
+19
892
$5K ﹤0.01%
65
-69
893
$5K ﹤0.01%
+117
894
$5K ﹤0.01%
290
895
$5K ﹤0.01%
3,800
896
$5K ﹤0.01%
32
-154
897
$5K ﹤0.01%
522
-9
898
$5K ﹤0.01%
48
-61,057
899
$5K ﹤0.01%
77
900
$5K ﹤0.01%
+70
34 35
36
37 38