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
1201
$1K ﹤0.01%
800
1202
$1K ﹤0.01%
+27
1203
-2,000
1204
-152
1205
$0 ﹤0.01%
2
1206
$0 ﹤0.01%
133
1207
$0 ﹤0.01%
1
1208
$0 ﹤0.01%
8
1209
-36
1210
$0 ﹤0.01%
+8
1211
$0 ﹤0.01%
+8
1212
-402
1213
$0 ﹤0.01%
95
+36
1214
$0 ﹤0.01%
+19
1215
-362
1216
-89
1217
$0 ﹤0.01%
+6
1218
$0 ﹤0.01%
4
1219
$0 ﹤0.01%
2
1220
$0 ﹤0.01%
+20
1221
$0 ﹤0.01%
13
1222
$0 ﹤0.01%
+32
1223
$0 ﹤0.01%
+7
1224
-23
1225
$0 ﹤0.01%
+5