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
$3.42B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,311
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$20M
3
+$12.7M
4
DRI icon
Darden Restaurants
DRI
+$12.1M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$11.4M

Top Sells

1
+$13.6M
2
+$12.3M
3
+$11M
4
LPX icon
Louisiana-Pacific
LPX
+$9.96M
5
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$8M

Sector Composition

1 Technology 7.33%
2 Financials 6.74%
3 Healthcare 5%
4 Industrials 4.55%
5 Consumer Discretionary 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$81K ﹤0.01%
1,979
+384
402
$81K ﹤0.01%
425
+58
403
$80K ﹤0.01%
232
404
$80K ﹤0.01%
595
+252
405
$80K ﹤0.01%
416
+107
406
$79K ﹤0.01%
291
407
$79K ﹤0.01%
1,243
-162
408
$78K ﹤0.01%
1,347
409
$78K ﹤0.01%
2,100
+300
410
$77K ﹤0.01%
5,120
411
$77K ﹤0.01%
1,000
412
$76K ﹤0.01%
106
-327
413
$76K ﹤0.01%
800
414
$76K ﹤0.01%
1,152
-367
415
$75K ﹤0.01%
1,120
+2
416
$74K ﹤0.01%
3,400
417
$73K ﹤0.01%
1,085
+170
418
$73K ﹤0.01%
2,898
-268
419
$72K ﹤0.01%
881
-679
420
$72K ﹤0.01%
1,990
-224
421
$72K ﹤0.01%
2,730
-23
422
$72K ﹤0.01%
296
+4
423
$71K ﹤0.01%
837
-256
424
$70K ﹤0.01%
1,883
+720
425
$70K ﹤0.01%
1,934
15 16
17
18 19