GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
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 icon
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
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
951
$4K ﹤0.01%
52
952
$4K ﹤0.01%
301
+51
953
$4K ﹤0.01%
119
+13
954
$4K ﹤0.01%
375
955
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241
+1
956
$4K ﹤0.01%
+254
957
$4K ﹤0.01%
183
958
$4K ﹤0.01%
325
959
$4K ﹤0.01%
+275
960
$4K ﹤0.01%
39
961
$3K ﹤0.01%
500
962
$3K ﹤0.01%
1,000
963
$3K ﹤0.01%
+218
964
$3K ﹤0.01%
172
965
$3K ﹤0.01%
+27
966
$3K ﹤0.01%
+55
967
$3K ﹤0.01%
+75
968
$3K ﹤0.01%
275
969
$3K ﹤0.01%
145
970
$3K ﹤0.01%
2
+1
971
$3K ﹤0.01%
+40
972
$3K ﹤0.01%
111
973
$3K ﹤0.01%
335
974
$3K ﹤0.01%
23
-11
975
$3K ﹤0.01%
7