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
476
$47K ﹤0.01%
3,080
477
$47K ﹤0.01%
1,516
+297
478
$47K ﹤0.01%
283
-16,502
479
$46K ﹤0.01%
1,355
-326
480
$45K ﹤0.01%
900
481
$45K ﹤0.01%
+2,000
482
$44K ﹤0.01%
854
+173
483
$44K ﹤0.01%
178
+50
484
$44K ﹤0.01%
237
485
$44K ﹤0.01%
766
-196
486
$44K ﹤0.01%
142
-53
487
$44K ﹤0.01%
782
488
$43K ﹤0.01%
+2,016
489
$43K ﹤0.01%
+1,623
490
$43K ﹤0.01%
578
-2
491
$43K ﹤0.01%
219
+123
492
$42K ﹤0.01%
1,724
493
$42K ﹤0.01%
1,022
+13
494
$42K ﹤0.01%
1,430
-120
495
$41K ﹤0.01%
543
+235
496
$41K ﹤0.01%
363
+55
497
$41K ﹤0.01%
10,029
498
$41K ﹤0.01%
1,118
+157
499
$41K ﹤0.01%
4,182
-546,709
500
$40K ﹤0.01%
816
+1
18 19
20
21 22