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
1276
-3,346
1277
-245
1278
-13
1279
-10
1280
-40
1281
$0 ﹤0.01%
30
1282
-102
1283
$0 ﹤0.01%
13
1284
$0 ﹤0.01%
2
1285
$0 ﹤0.01%
17
1286
$0 ﹤0.01%
+19
1287
$0 ﹤0.01%
+169
1288
$0 ﹤0.01%
4
-7
1289
0
1290
-1,626
1291
-33
1292
-1
1293
$0 ﹤0.01%
+35
1294
-180
1295
-206
1296
$0 ﹤0.01%
1
1297
$0 ﹤0.01%
66
1298
$0 ﹤0.01%
+11
1299
0
1300
-55