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
$1.85B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$83.4M
2
+$61.6M
3
+$57.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$44.5M
5
EEHB
POWERSHARES S&P EMERGING MARKETS HIGH BETA PORTFOLIO
EEHB
+$42.6M

Top Sells

1
+$55.9M
2
+$44.2M
3
+$31.8M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$29.4M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$26.8M

Sector Composition

1 Financials 5.15%
2 Consumer Discretionary 4.46%
3 Technology 3.89%
4 Healthcare 3.72%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$6K ﹤0.01%
+222
702
$6K ﹤0.01%
155
-72
703
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200
704
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105
705
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259
+235
706
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+549
707
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225
-65
708
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325
709
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+462
710
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59
711
$6K ﹤0.01%
186
-108
712
$6K ﹤0.01%
+239
713
$6K ﹤0.01%
99
714
$6K ﹤0.01%
144
+97
715
$5K ﹤0.01%
59
+16
716
$5K ﹤0.01%
109
+67
717
$5K ﹤0.01%
327
718
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340
719
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164
720
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220
721
$5K ﹤0.01%
59
+12
722
$5K ﹤0.01%
118
723
$5K ﹤0.01%
398
-84
724
$5K ﹤0.01%
216
-15,956
725
$5K ﹤0.01%
132
27 28
29
30 31