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
551
$33K ﹤0.01%
190
552
$32K ﹤0.01%
+696
553
$32K ﹤0.01%
1,295
-294
554
$32K ﹤0.01%
467
555
$32K ﹤0.01%
440
556
$31K ﹤0.01%
432
557
$31K ﹤0.01%
676
-350
558
$31K ﹤0.01%
1,019
-8
559
$31K ﹤0.01%
535
+10
560
$31K ﹤0.01%
674
561
$31K ﹤0.01%
309
+2
562
$31K ﹤0.01%
230
563
$30K ﹤0.01%
589
-105
564
$30K ﹤0.01%
1,888
565
$30K ﹤0.01%
953
-123
566
$30K ﹤0.01%
1,067
-306
567
$30K ﹤0.01%
191
568
$29K ﹤0.01%
590
-334
569
$29K ﹤0.01%
232
570
$29K ﹤0.01%
940
-110
571
$29K ﹤0.01%
621
-209
572
$29K ﹤0.01%
1,500
+500
573
$29K ﹤0.01%
753
574
$28K ﹤0.01%
+207
575
$28K ﹤0.01%
200
21 22
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