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
926
$4K ﹤0.01%
169
927
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101
928
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62
-111
929
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375
930
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109
-7
931
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200
932
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+74
933
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150
934
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68
+43
935
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945
936
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+131
937
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+13
938
$4K ﹤0.01%
243
939
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258
940
$4K ﹤0.01%
83
+63
941
$4K ﹤0.01%
36
942
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72
943
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47
+22
944
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945
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+23
946
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50
947
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124
+2
948
$4K ﹤0.01%
+100
949
$4K ﹤0.01%
84
950
$4K ﹤0.01%
52
36 37
38
39 40