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
451
$58K ﹤0.01%
958
452
$57K ﹤0.01%
3,983
-852
453
$55K ﹤0.01%
+733
454
$55K ﹤0.01%
1,011
455
$55K ﹤0.01%
885
456
$55K ﹤0.01%
+550
457
$55K ﹤0.01%
1,512
458
$55K ﹤0.01%
2,500
459
$54K ﹤0.01%
978
-742
460
$54K ﹤0.01%
502
+71
461
$54K ﹤0.01%
2,281
462
$54K ﹤0.01%
532
463
$53K ﹤0.01%
602
-134
464
$53K ﹤0.01%
397
-191
465
$53K ﹤0.01%
364
-11
466
$52K ﹤0.01%
500
-40
467
$51K ﹤0.01%
639
468
$51K ﹤0.01%
614
+97
469
$50K ﹤0.01%
86
-8
470
$50K ﹤0.01%
832
-43
471
$50K ﹤0.01%
1,400
+400
472
$49K ﹤0.01%
+9,000
473
$48K ﹤0.01%
600
474
$48K ﹤0.01%
530
475
$47K ﹤0.01%
1,200
17 18
19
20 21