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
$1.85B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$83.4M
2
+$61.6M
3
+$57.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$44.5M
5
EEHB
POWERSHARES S&P EMERGING MARKETS HIGH BETA PORTFOLIO
EEHB
+$42.6M

Top Sells

1
+$55.9M
2
+$44.2M
3
+$31.8M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$29.4M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$26.8M

Sector Composition

1 Financials 5.15%
2 Consumer Discretionary 4.46%
3 Technology 3.89%
4 Healthcare 3.72%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$45K ﹤0.01%
660
-45
352
$45K ﹤0.01%
684
-403
353
$45K ﹤0.01%
300
-114
354
$45K ﹤0.01%
320
-51
355
$44K ﹤0.01%
762
+146
356
$44K ﹤0.01%
1,507
357
$44K ﹤0.01%
627
-185
358
$44K ﹤0.01%
518
-39
359
$44K ﹤0.01%
668
+415
360
$43K ﹤0.01%
830
-762
361
$43K ﹤0.01%
+802
362
$43K ﹤0.01%
7,440
-240
363
$43K ﹤0.01%
+1,517
364
$43K ﹤0.01%
1,450
365
$42K ﹤0.01%
500
366
$42K ﹤0.01%
648
367
$42K ﹤0.01%
1,967
-810
368
$42K ﹤0.01%
2,722
369
$42K ﹤0.01%
994
-24
370
$42K ﹤0.01%
2,591
+3
371
$41K ﹤0.01%
819
372
$41K ﹤0.01%
1,405
+1,107
373
$41K ﹤0.01%
545
+44
374
$40K ﹤0.01%
830
-446
375
$40K ﹤0.01%
338
-4,154
13 14
15
16 17