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
776
$9K ﹤0.01%
+35
777
$9K ﹤0.01%
194
+1
778
$9K ﹤0.01%
95
-13
779
$9K ﹤0.01%
146
780
$9K ﹤0.01%
140
781
$9K ﹤0.01%
402
-121
782
$9K ﹤0.01%
1,351
783
$9K ﹤0.01%
+295
784
$9K ﹤0.01%
700
785
$9K ﹤0.01%
+138
786
$9K ﹤0.01%
424
787
$9K ﹤0.01%
200
788
$9K ﹤0.01%
340
789
$9K ﹤0.01%
2,038
+1,781
790
$9K ﹤0.01%
59
791
$9K ﹤0.01%
400
792
$8K ﹤0.01%
75
793
$8K ﹤0.01%
104
794
$8K ﹤0.01%
134
795
$8K ﹤0.01%
400
796
$8K ﹤0.01%
35
-2
797
$8K ﹤0.01%
83
798
$8K ﹤0.01%
227
+27
799
$8K ﹤0.01%
253
+69
800
$8K ﹤0.01%
232
30 31
32
33 34