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
401
$32K ﹤0.01%
+308
402
$32K ﹤0.01%
120
-1
403
$32K ﹤0.01%
266
+248
404
$32K ﹤0.01%
438
-23
405
$32K ﹤0.01%
446
-277
406
$32K ﹤0.01%
507
407
$32K ﹤0.01%
440
408
$31K ﹤0.01%
577
409
$31K ﹤0.01%
668
410
$31K ﹤0.01%
380
411
$31K ﹤0.01%
211
+36
412
$31K ﹤0.01%
747
413
$30K ﹤0.01%
1,108
+1,000
414
$30K ﹤0.01%
1,979
-250
415
$30K ﹤0.01%
2,220
416
$29K ﹤0.01%
1,078
+6
417
$29K ﹤0.01%
+390
418
$29K ﹤0.01%
691
+266
419
$29K ﹤0.01%
507
420
$29K ﹤0.01%
415
-4
421
$28K ﹤0.01%
+785
422
$28K ﹤0.01%
1,002
+500
423
$28K ﹤0.01%
479
+178
424
$28K ﹤0.01%
340
425
$28K ﹤0.01%
1,624
+660
15 16
17
18 19