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
901
$5K ﹤0.01%
+284
902
$5K ﹤0.01%
+195
903
$5K ﹤0.01%
62
904
$5K ﹤0.01%
29
-3
905
$5K ﹤0.01%
120
906
$5K ﹤0.01%
217
-4,648
907
$5K ﹤0.01%
35
908
$5K ﹤0.01%
35
909
$5K ﹤0.01%
16
-44
910
$5K ﹤0.01%
39
+4
911
$5K ﹤0.01%
102
-43
912
$5K ﹤0.01%
67
913
$5K ﹤0.01%
22
914
$5K ﹤0.01%
110
-9
915
$5K ﹤0.01%
306
-2,715
916
$5K ﹤0.01%
228
-1,086
917
$4K ﹤0.01%
+64
918
$4K ﹤0.01%
50
+32
919
$4K ﹤0.01%
38
+23
920
$4K ﹤0.01%
327
921
$4K ﹤0.01%
+140
922
$4K ﹤0.01%
89
+55
923
$4K ﹤0.01%
56
-28
924
$4K ﹤0.01%
340
925
$4K ﹤0.01%
78
35 36
37
38 39