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
651
$2K ﹤0.01%
89
652
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+47
653
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+67
654
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100
655
$1K ﹤0.01%
+7
656
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15
657
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+100
658
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+26
659
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23
660
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661
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+10
662
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55
663
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50
664
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11
665
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50
666
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48
667
$1K ﹤0.01%
55
668
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18
669
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20
670
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121
671
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18
-1,350
672
$1K ﹤0.01%
24
673
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100
674
$1K ﹤0.01%
2,000
675
$1K ﹤0.01%
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