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
751
$4K ﹤0.01%
81
752
$4K ﹤0.01%
+900
753
$4K ﹤0.01%
125
754
$4K ﹤0.01%
84
755
$4K ﹤0.01%
259
-200
756
$4K ﹤0.01%
350
757
$4K ﹤0.01%
381
+6
758
$4K ﹤0.01%
77
759
$4K ﹤0.01%
258
760
$4K ﹤0.01%
219
761
$4K ﹤0.01%
+153
762
$4K ﹤0.01%
326
763
$4K ﹤0.01%
254
764
$3K ﹤0.01%
348
765
$3K ﹤0.01%
59
766
$3K ﹤0.01%
100
767
$3K ﹤0.01%
18
-6
768
$3K ﹤0.01%
75
-1,068
769
$3K ﹤0.01%
+364
770
$3K ﹤0.01%
13
-2
771
$3K ﹤0.01%
+127
772
$3K ﹤0.01%
+97
773
$3K ﹤0.01%
+61
774
$3K ﹤0.01%
+63
775
$3K ﹤0.01%
164
29 30
31
32 33