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
1176
$1K ﹤0.01%
+11
1177
$1K ﹤0.01%
118
1178
$1K ﹤0.01%
+258
1179
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157
1180
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27
-100
1181
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+17
1182
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+26
1183
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+25
1184
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+11
1185
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+17
1186
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80
1187
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+18
1188
$1K ﹤0.01%
+12
1189
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29
1190
$1K ﹤0.01%
+55
1191
$1K ﹤0.01%
80
1192
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69
1193
$1K ﹤0.01%
33
1194
$1K ﹤0.01%
156
1195
$1K ﹤0.01%
31
1196
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33
-100
1197
$1K ﹤0.01%
+15
1198
$1K ﹤0.01%
33
-31
1199
$1K ﹤0.01%
15
+2
1200
$1K ﹤0.01%
7
46 47
48
49 50