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
701
$14K ﹤0.01%
30
702
$14K ﹤0.01%
237
+111
703
$14K ﹤0.01%
+212
704
$14K ﹤0.01%
194
705
$14K ﹤0.01%
660
706
$13K ﹤0.01%
158
707
$13K ﹤0.01%
153
708
$13K ﹤0.01%
337
709
$13K ﹤0.01%
154
710
$13K ﹤0.01%
407
711
$13K ﹤0.01%
219
-74
712
$13K ﹤0.01%
2,377
+17
713
$13K ﹤0.01%
56
714
$13K ﹤0.01%
550
-150
715
$13K ﹤0.01%
241
+67
716
$13K ﹤0.01%
828
717
$13K ﹤0.01%
93
718
$12K ﹤0.01%
700
-160
719
$12K ﹤0.01%
+410
720
$12K ﹤0.01%
1,000
721
$12K ﹤0.01%
151
722
$12K ﹤0.01%
352
723
$12K ﹤0.01%
335
724
$12K ﹤0.01%
+272
725
$12K ﹤0.01%
182
27 28
29
30 31