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
626
$21K ﹤0.01%
300
627
$21K ﹤0.01%
100
628
$21K ﹤0.01%
213
-24
629
$21K ﹤0.01%
69
630
$21K ﹤0.01%
700
-370
631
$21K ﹤0.01%
143
632
$21K ﹤0.01%
1,240
+452
633
$21K ﹤0.01%
219
634
$20K ﹤0.01%
375
635
$20K ﹤0.01%
180
636
$20K ﹤0.01%
95
637
$20K ﹤0.01%
304
638
$20K ﹤0.01%
207
-251
639
$20K ﹤0.01%
325
-161,912
640
$20K ﹤0.01%
592
+10
641
$20K ﹤0.01%
200
642
$20K ﹤0.01%
895
-3
643
$20K ﹤0.01%
500
644
$19K ﹤0.01%
110
645
$19K ﹤0.01%
250
646
$19K ﹤0.01%
147
+88
647
$19K ﹤0.01%
+300
648
$19K ﹤0.01%
+68
649
$19K ﹤0.01%
1,000
650
$18K ﹤0.01%
178
-1,122
24 25
26
27 28