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
1101
$1K ﹤0.01%
+120
1102
$1K ﹤0.01%
24
1103
$1K ﹤0.01%
24
1104
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+32
1105
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30
1106
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37
1107
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275
1108
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20
-211
1109
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22
+1
1110
$1K ﹤0.01%
1
1111
$1K ﹤0.01%
+16
1112
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40
1113
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14
-35
1114
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300
1115
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20
1116
$1K ﹤0.01%
27
-100
1117
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+17
1118
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+26
1119
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+25
1120
$1K ﹤0.01%
+11
1121
$1K ﹤0.01%
+17
1122
$1K ﹤0.01%
80
1123
$1K ﹤0.01%
+48
1124
$1K ﹤0.01%
72
1125
$1K ﹤0.01%
+18