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
1026
$2K ﹤0.01%
300
1027
$2K ﹤0.01%
48
+28
1028
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18
+11
1029
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44
1030
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5
1031
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25
-142
1032
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48
-644
1033
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77
-189
1034
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20
1035
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295
1036
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244
1037
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55
1038
$2K ﹤0.01%
25
1039
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93
1040
$2K ﹤0.01%
121
-303
1041
$2K ﹤0.01%
198
+170
1042
$2K ﹤0.01%
48
+41
1043
$2K ﹤0.01%
131
1044
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+20
1045
$2K ﹤0.01%
24
1046
$2K ﹤0.01%
110
1047
$2K ﹤0.01%
+15
1048
$2K ﹤0.01%
19
1049
$2K ﹤0.01%
+17
1050
$2K ﹤0.01%
29
+18
40 41
42
43 44