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
1076
$2K ﹤0.01%
+17
1077
$2K ﹤0.01%
29
+18
1078
$2K ﹤0.01%
289
1079
$2K ﹤0.01%
22
1080
$2K ﹤0.01%
+60
1081
$2K ﹤0.01%
21
1082
$2K ﹤0.01%
26
-2
1083
$2K ﹤0.01%
27
-4
1084
$2K ﹤0.01%
1,000
1085
$2K ﹤0.01%
+6
1086
$2K ﹤0.01%
145
1087
$2K ﹤0.01%
62
1088
$2K ﹤0.01%
225
1089
$2K ﹤0.01%
88
1090
$2K ﹤0.01%
1,000
1091
$2K ﹤0.01%
13
1092
$2K ﹤0.01%
39
1093
$1K ﹤0.01%
26
-18
1094
$1K ﹤0.01%
+60
1095
$1K ﹤0.01%
48
1096
$1K ﹤0.01%
10
1097
$1K ﹤0.01%
15
-11
1098
$1K ﹤0.01%
5
1099
$1K ﹤0.01%
+40
1100
$1K ﹤0.01%
226
42 43
44
45 46