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
976
$3K ﹤0.01%
1,000
977
$3K ﹤0.01%
+218
978
$3K ﹤0.01%
172
979
$3K ﹤0.01%
+27
980
$3K ﹤0.01%
+55
981
$3K ﹤0.01%
+75
982
$3K ﹤0.01%
275
983
$3K ﹤0.01%
145
984
$3K ﹤0.01%
2
+1
985
$3K ﹤0.01%
+40
986
$3K ﹤0.01%
7
987
$3K ﹤0.01%
75
-334,708
988
$3K ﹤0.01%
102
989
$3K ﹤0.01%
400
990
$3K ﹤0.01%
+65
991
$3K ﹤0.01%
+27
992
$3K ﹤0.01%
+40
993
$3K ﹤0.01%
35
994
$3K ﹤0.01%
+1,000
995
$3K ﹤0.01%
500
996
$3K ﹤0.01%
2,500
997
$3K ﹤0.01%
111
998
$3K ﹤0.01%
335
999
$3K ﹤0.01%
164
1000
$3K ﹤0.01%
77
38 39
40
41 42