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
101
$10.1M 0.3%
+406,082
102
$10M 0.29%
242,387
-36,901
103
$9.8M 0.29%
131,448
+8,992
104
$9.77M 0.29%
135,872
-16,766
105
$9.56M 0.28%
727,809
+445,374
106
$9.27M 0.27%
232,276
-5,263
107
$9.22M 0.27%
102,636
-11,134
108
$9.15M 0.27%
119,715
+115,237
109
$9.12M 0.27%
144,947
+262
110
$9.05M 0.26%
338,877
-2,130
111
$8.81M 0.26%
+360,832
112
$8.73M 0.25%
236,812
+233,539
113
$8.7M 0.25%
31,856
+1,193
114
$8.68M 0.25%
269,651
+269,372
115
$8.49M 0.25%
507,468
+114,589
116
$8.3M 0.24%
+304,006
117
$7.99M 0.23%
735,238
-706
118
$7.54M 0.22%
755,194
-10,542
119
$7.35M 0.21%
15,340
-6,160
120
$7.25M 0.21%
+300,775
121
$7.14M 0.21%
+297,739
122
$6.94M 0.2%
+304,711
123
$6.91M 0.2%
63,565
-3,980
124
$6.68M 0.2%
276,305
-522,984
125
$6.68M 0.2%
287,802
-556,232
3 4
5
6 7