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
751
$10K ﹤0.01%
500
752
$10K ﹤0.01%
997
-33
753
$10K ﹤0.01%
201
+78
754
$10K ﹤0.01%
61
755
$10K ﹤0.01%
110
-52
756
$10K ﹤0.01%
208
757
$10K ﹤0.01%
240
758
$10K ﹤0.01%
+200
759
$10K ﹤0.01%
503
760
$10K ﹤0.01%
350
761
$10K ﹤0.01%
44
-752
762
$10K ﹤0.01%
336
763
$10K ﹤0.01%
141
+16
764
$10K ﹤0.01%
60
+35
765
$10K ﹤0.01%
+952
766
$10K ﹤0.01%
200
767
$10K ﹤0.01%
50
+1
768
$10K ﹤0.01%
102
769
$10K ﹤0.01%
32
-4
770
$10K ﹤0.01%
354
771
$10K ﹤0.01%
+56
772
$9K ﹤0.01%
500
773
$9K ﹤0.01%
151
+27
774
$9K ﹤0.01%
113
-19
775
$9K ﹤0.01%
56
+16
29 30
31
32 33