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
$1.14B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
844
New
Increased
Reduced
Closed

Top Buys

1 +$33.9M
2 +$29.9M
3 +$13.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$8.89M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$6.31M

Top Sells

1 +$18.8M
2 +$10.1M
3 +$7.3M
4
PACW
PacWest Bancorp
PACW
+$6.35M
5
KSS icon
Kohl's
KSS
+$6.06M

Sector Composition

1 Consumer Staples 3.91%
2 Consumer Discretionary 3.8%
3 Healthcare 3.26%
4 Industrials 3.1%
5 Energy 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$4K ﹤0.01%
200
577
$4K ﹤0.01%
+134
578
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+34
579
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+500
580
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82
581
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34
582
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+132
583
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158
584
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363
585
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+121
586
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131
587
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+84
588
$3K ﹤0.01%
44
589
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35
-42
590
$3K ﹤0.01%
+121
591
$3K ﹤0.01%
+200
592
$3K ﹤0.01%
106
593
$3K ﹤0.01%
89
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107
595
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+114
596
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44
597
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30
598
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34
599
$3K ﹤0.01%
+155
600
$3K ﹤0.01%
960
-3,440