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
$750M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
797
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$19.7M
3
+$17.2M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$15.9M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$12.3M

Top Sells

1
+$11M
2
+$10.4M
3
+$9.52M
4
CEW icon
WisdomTree Emerging Currency Strategy Fund
CEW
+$8.28M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$8.27M

Sector Composition

1 Real Estate 3.49%
2 Technology 3.3%
3 Industrials 3.28%
4 Consumer Discretionary 3.23%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
+104
527
$4K ﹤0.01%
34
-96
528
$4K ﹤0.01%
92
-176
529
$4K ﹤0.01%
+108
530
$4K ﹤0.01%
88
531
$4K ﹤0.01%
+100
532
$4K ﹤0.01%
100
533
$4K ﹤0.01%
+50
534
$4K ﹤0.01%
36
535
$4K ﹤0.01%
138
536
$4K ﹤0.01%
+147
537
$4K ﹤0.01%
+158
538
$4K ﹤0.01%
+250
539
$4K ﹤0.01%
115
540
$4K ﹤0.01%
+20
541
$4K ﹤0.01%
125
-75
542
$4K ﹤0.01%
+105
543
$4K ﹤0.01%
288
544
$4K ﹤0.01%
+150
545
$3K ﹤0.01%
121
+117
546
$3K ﹤0.01%
+30
547
$3K ﹤0.01%
92
548
$3K ﹤0.01%
90
-1
549
$3K ﹤0.01%
+24
550
$3K ﹤0.01%
+146
20 21
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