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
426
$28K ﹤0.01%
1,684
+850
427
$28K ﹤0.01%
1,020
-334
428
$28K ﹤0.01%
+170
429
$27K ﹤0.01%
432
430
$26K ﹤0.01%
+765
431
$26K ﹤0.01%
1,500
432
$26K ﹤0.01%
740
-222
433
$26K ﹤0.01%
458
+251
434
$26K ﹤0.01%
1,936
435
$26K ﹤0.01%
1,000
436
$26K ﹤0.01%
2,035
437
$26K ﹤0.01%
524
+127
438
$25K ﹤0.01%
+155
439
$25K ﹤0.01%
568
+118
440
$25K ﹤0.01%
784
+447
441
$24K ﹤0.01%
684
+584
442
$24K ﹤0.01%
240
443
$24K ﹤0.01%
575
+10
444
$24K ﹤0.01%
66
-9
445
$24K ﹤0.01%
200
+197
446
$24K ﹤0.01%
550
447
$24K ﹤0.01%
929
+6
448
$24K ﹤0.01%
415
+401
449
$24K ﹤0.01%
699
450
$23K ﹤0.01%
650
16 17
18
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