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
451
$23K ﹤0.01%
+227
452
$23K ﹤0.01%
1,250
+380
453
$23K ﹤0.01%
308
454
$23K ﹤0.01%
566
455
$23K ﹤0.01%
2,062
-102
456
$23K ﹤0.01%
1,123
-1,835
457
$22K ﹤0.01%
268
458
$22K ﹤0.01%
609
+33
459
$22K ﹤0.01%
364
+117
460
$22K ﹤0.01%
1,886
461
$22K ﹤0.01%
1,100
+437
462
$22K ﹤0.01%
707
463
$21K ﹤0.01%
719
-196,359
464
$21K ﹤0.01%
670
465
$21K ﹤0.01%
86
+82
466
$21K ﹤0.01%
202
467
$21K ﹤0.01%
356
-282
468
$21K ﹤0.01%
149
469
$21K ﹤0.01%
342
470
$21K ﹤0.01%
737
471
$20K ﹤0.01%
+365
472
$20K ﹤0.01%
150
473
$20K ﹤0.01%
+401
474
$20K ﹤0.01%
186
-33
475
$20K ﹤0.01%
156
-321
17 18
19
20 21