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
1001
$3K ﹤0.01%
31
-16
1002
$3K ﹤0.01%
109
+3
1003
$3K ﹤0.01%
59
1004
$3K ﹤0.01%
9
-5
1005
$3K ﹤0.01%
29
+27
1006
$3K ﹤0.01%
14
+8
1007
$3K ﹤0.01%
32
1008
$3K ﹤0.01%
18
1009
$3K ﹤0.01%
200
1010
$3K ﹤0.01%
+85
1011
$3K ﹤0.01%
125
1012
$3K ﹤0.01%
100
1013
$3K ﹤0.01%
35
1014
$3K ﹤0.01%
+1,000
1015
$3K ﹤0.01%
2,500
1016
$2K ﹤0.01%
+257
1017
$2K ﹤0.01%
+40
1018
$2K ﹤0.01%
31
1019
$2K ﹤0.01%
32
1020
$2K ﹤0.01%
20
1021
$2K ﹤0.01%
100
1022
$2K ﹤0.01%
35
-32
1023
$2K ﹤0.01%
50
1024
$2K ﹤0.01%
21
1025
$2K ﹤0.01%
+47
39 40
41
42 43