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
726
$12K ﹤0.01%
64
-74
727
$12K ﹤0.01%
3,800
728
$12K ﹤0.01%
94
729
$12K ﹤0.01%
262
730
$12K ﹤0.01%
+130
731
$12K ﹤0.01%
10
732
$12K ﹤0.01%
444
733
$12K ﹤0.01%
666
734
$12K ﹤0.01%
280
+179
735
$12K ﹤0.01%
353
736
$12K ﹤0.01%
137
+37
737
$12K ﹤0.01%
663
-1,151
738
$12K ﹤0.01%
518
+2
739
$11K ﹤0.01%
226
+9
740
$11K ﹤0.01%
172
741
$11K ﹤0.01%
461
+316
742
$11K ﹤0.01%
153
743
$11K ﹤0.01%
12
744
$11K ﹤0.01%
158
745
$11K ﹤0.01%
217
746
$11K ﹤0.01%
404
+9
747
$11K ﹤0.01%
39
748
$11K ﹤0.01%
20,000
749
$11K ﹤0.01%
182
+35
750
$10K ﹤0.01%
82
28 29
30
31 32