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
951
$4K ﹤0.01%
301
+51
952
$4K ﹤0.01%
119
+13
953
$4K ﹤0.01%
375
954
$4K ﹤0.01%
241
+1
955
$4K ﹤0.01%
+254
956
$4K ﹤0.01%
183
957
$4K ﹤0.01%
325
958
$4K ﹤0.01%
+275
959
$4K ﹤0.01%
39
960
$4K ﹤0.01%
94
961
$3K ﹤0.01%
23
-11
962
$3K ﹤0.01%
60
+22
963
$3K ﹤0.01%
96
964
$3K ﹤0.01%
105
965
$3K ﹤0.01%
153
966
$3K ﹤0.01%
684
967
$3K ﹤0.01%
91
968
$3K ﹤0.01%
18
+1
969
$3K ﹤0.01%
49
970
$3K ﹤0.01%
42
971
$3K ﹤0.01%
37
972
$3K ﹤0.01%
+186
973
$3K ﹤0.01%
200
974
$3K ﹤0.01%
+85
975
$3K ﹤0.01%
125
37 38
39
40 41