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
526
$36K ﹤0.01%
854
+2
527
$36K ﹤0.01%
949
528
$36K ﹤0.01%
2,400
529
$35K ﹤0.01%
527
530
$35K ﹤0.01%
1,470
+13
531
$35K ﹤0.01%
642
+293
532
$35K ﹤0.01%
434
+62
533
$35K ﹤0.01%
3,427
534
$35K ﹤0.01%
400
+200
535
$35K ﹤0.01%
929
+8
536
$35K ﹤0.01%
185
537
$34K ﹤0.01%
118
-32
538
$34K ﹤0.01%
587
-769
539
$34K ﹤0.01%
400
540
$34K ﹤0.01%
+1,171
541
$34K ﹤0.01%
1,500
542
$34K ﹤0.01%
734
543
$34K ﹤0.01%
93
544
$34K ﹤0.01%
744
-11,605
545
$34K ﹤0.01%
504
+156
546
$34K ﹤0.01%
463
547
$33K ﹤0.01%
3,183
-4,609
548
$33K ﹤0.01%
439
+19
549
$33K ﹤0.01%
407
550
$33K ﹤0.01%
250
20 21
22
23 24