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
1076
$2K ﹤0.01%
53
1077
$2K ﹤0.01%
+30
1078
$2K ﹤0.01%
62
1079
$2K ﹤0.01%
90
-134
1080
$2K ﹤0.01%
+27
1081
$2K ﹤0.01%
15
+8
1082
$2K ﹤0.01%
1,000
1083
$2K ﹤0.01%
108
1084
$2K ﹤0.01%
29
1085
$2K ﹤0.01%
36
1086
$2K ﹤0.01%
178
1087
$2K ﹤0.01%
12
1088
$2K ﹤0.01%
468
+158
1089
$2K ﹤0.01%
125
1090
$2K ﹤0.01%
22
1091
$2K ﹤0.01%
+60
1092
$2K ﹤0.01%
21
1093
$1K ﹤0.01%
24
1094
$1K ﹤0.01%
24
1095
$1K ﹤0.01%
14
-38,690
1096
$1K ﹤0.01%
22
1097
$1K ﹤0.01%
34
1098
$1K ﹤0.01%
26
-18
1099
$1K ﹤0.01%
+60
1100
$1K ﹤0.01%
48
42 43
44
45 46