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
1376
0
1377
$0 ﹤0.01%
4
1378
$0 ﹤0.01%
+34
1379
-7,115
1380
0
1381
$0 ﹤0.01%
+9
1382
$0 ﹤0.01%
50
1383
$0 ﹤0.01%
109
1384
0
1385
$0 ﹤0.01%
5
1386
-14
1387
-50
1388
$0 ﹤0.01%
15
1389
$0 ﹤0.01%
7
1390
-55
1391
-41
1392
$0 ﹤0.01%
50
1393
-1,344
1394
-122
1395
-2,147
1396
$0 ﹤0.01%
+1
1397
$0 ﹤0.01%
+2
1398
-34
1399
-277
1400
$0 ﹤0.01%
10