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
$750M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$19.7M
3
+$17.2M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$15.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12.3M

Top Sells

1
+$11M
2
+$10.4M
3
+$9.52M
4
CEW icon
WisdomTree Emerging Currency Strategy Fund
CEW
+$8.28M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.27M

Sector Composition

1 Real Estate 3.49%
2 Technology 3.3%
3 Industrials 3.28%
4 Consumer Discretionary 3.23%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19K ﹤0.01%
646
327
$19K ﹤0.01%
316
+84
328
$18K ﹤0.01%
565
329
$18K ﹤0.01%
284
+34
330
$18K ﹤0.01%
1,400
331
$18K ﹤0.01%
+2,547
332
$17K ﹤0.01%
536
333
$17K ﹤0.01%
800
334
$17K ﹤0.01%
1,444
-1,740
335
$17K ﹤0.01%
451
-64,218
336
$17K ﹤0.01%
915
337
$17K ﹤0.01%
+233
338
$17K ﹤0.01%
161
-510
339
$17K ﹤0.01%
+720
340
$17K ﹤0.01%
+180
341
$17K ﹤0.01%
+947
342
$17K ﹤0.01%
425
343
$17K ﹤0.01%
2,230
344
$16K ﹤0.01%
263
+38
345
$16K ﹤0.01%
425
346
$16K ﹤0.01%
433
347
$16K ﹤0.01%
1,610
348
$16K ﹤0.01%
+296
349
$16K ﹤0.01%
+1,835
350
$16K ﹤0.01%
982
12 13
14
15 16