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
651
$18K ﹤0.01%
125
652
$18K ﹤0.01%
418
+150
653
$18K ﹤0.01%
320
+1
654
$18K ﹤0.01%
249
655
$18K ﹤0.01%
313
656
$18K ﹤0.01%
44
657
$18K ﹤0.01%
120
658
$17K ﹤0.01%
57
659
$17K ﹤0.01%
100
660
$17K ﹤0.01%
299
+53
661
$17K ﹤0.01%
20
-22
662
$17K ﹤0.01%
180
663
$17K ﹤0.01%
160
664
$17K ﹤0.01%
756
665
$17K ﹤0.01%
628
+7
666
$17K ﹤0.01%
715
667
$17K ﹤0.01%
605
668
$17K ﹤0.01%
323
+1
669
$17K ﹤0.01%
327
+82
670
$17K ﹤0.01%
88
671
$16K ﹤0.01%
194
672
$16K ﹤0.01%
900
673
$16K ﹤0.01%
1,300
674
$16K ﹤0.01%
261
675
$16K ﹤0.01%
318
+38