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
$3.89B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$46.6M
3
+$43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$32.3M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$26.8M

Top Sells

1
+$396M
2
+$67.8M
3
+$51.9M
4
MBB icon
iShares MBS ETF
MBB
+$45.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$40.4M

Sector Composition

1 Technology 8.72%
2 Financials 7.07%
3 Healthcare 6.36%
4 Consumer Discretionary 4.77%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
+114
977
$3K ﹤0.01%
89
978
$3K ﹤0.01%
42
979
$3K ﹤0.01%
244
980
$3K ﹤0.01%
+57
981
$3K ﹤0.01%
72
+12
982
$3K ﹤0.01%
29
983
$3K ﹤0.01%
131
984
$3K ﹤0.01%
40
985
$3K ﹤0.01%
50
986
$3K ﹤0.01%
24
987
$3K ﹤0.01%
40
+35
988
$3K ﹤0.01%
119
-206
989
$3K ﹤0.01%
25
990
$3K ﹤0.01%
12
991
$3K ﹤0.01%
245
992
$3K ﹤0.01%
40
993
$3K ﹤0.01%
310
+50
994
$3K ﹤0.01%
18
-5
995
$3K ﹤0.01%
21
996
$3K ﹤0.01%
125
997
$3K ﹤0.01%
180
998
$3K ﹤0.01%
28
999
$3K ﹤0.01%
31
1000
$3K ﹤0.01%
+55
38 39
40
41 42