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
$3.89B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,405
New
Increased
Reduced
Closed

Top Buys

1
+$468M
2
+$46.6M
3
+$43M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$32.3M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$26.8M

Top Sells

1
+$396M
2
+$67.8M
3
+$51.9M
4
MBB icon
iShares MBS ETF
MBB
+$45.3M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$40.4M

Sector Composition

1 Technology 8.72%
2 Financials 7.07%
3 Healthcare 6.36%
4 Consumer Discretionary 4.77%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
+28
1127
$1K ﹤0.01%
22
-30
1128
$1K ﹤0.01%
+20
1129
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41
-8
1130
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5
1131
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18
1132
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+50
1133
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+13
1134
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10
1135
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6
-50
1136
$1K ﹤0.01%
2
1137
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+11
1138
$1K ﹤0.01%
9
1139
$1K ﹤0.01%
64
1140
$1K ﹤0.01%
24
1141
$1K ﹤0.01%
+33
1142
$1K ﹤0.01%
7
1143
$1K ﹤0.01%
15
1144
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50
1145
$1K ﹤0.01%
99
1146
$1K ﹤0.01%
20
1147
$1K ﹤0.01%
35
1148
$1K ﹤0.01%
+24
1149
$1K ﹤0.01%
100
1150
$1K ﹤0.01%
75
44 45
46
47 48