GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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
+$39.8M
2
+$35.2M
3
+$32.8M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$26.8M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$23.8M

Top Sells

1
+$42.3M
2
+$36.1M
3
+$29.3M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$23.1M
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$13.7M

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
901
$2K ﹤0.01%
123
902
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903
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36
904
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905
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+30
906
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69
-618
907
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+8
908
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+18
909
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322
-2,917
910
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144
911
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110
912
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78
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913
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914
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+51
915
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84
916
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5
917
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918
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920
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11
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921
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200
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922
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54
923
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66
-15
924
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38
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925
$2K ﹤0.01%
21
35 36
37
38 39