GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
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
+$462M
2
+$45.7M
3
+$43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$32.5M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$27.3M

Top Sells

1
+$390M
2
+$66.8M
3
+$50.8M
4
MBB icon
iShares MBS ETF
MBB
+$46.4M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$40.7M

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
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72
+12
982
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29
983
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131
984
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40
985
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50
986
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24
987
$3K ﹤0.01%
40
+35
988
$3K ﹤0.01%
119
-206
989
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18
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990
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21
991
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125
992
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180
993
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28
994
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31
995
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35
996
$3K ﹤0.01%
225
997
$3K ﹤0.01%
1
998
$3K ﹤0.01%
+99
999
$3K ﹤0.01%
1,000
1000
$3K ﹤0.01%
+163
38 39
40
41 42