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
801
$2K ﹤0.01%
30
+11
802
$2K ﹤0.01%
+26
803
$2K ﹤0.01%
100
804
$2K ﹤0.01%
31
-206
805
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14
806
$2K ﹤0.01%
180
807
$2K ﹤0.01%
+18
808
$2K ﹤0.01%
14
-3
809
$2K ﹤0.01%
88
810
$2K ﹤0.01%
20
811
$2K ﹤0.01%
40
-365
812
$2K ﹤0.01%
55
813
$2K ﹤0.01%
83
814
$2K ﹤0.01%
118
-17
815
$2K ﹤0.01%
16
-3
816
$2K ﹤0.01%
30
817
$2K ﹤0.01%
95
818
$2K ﹤0.01%
48
819
$2K ﹤0.01%
+88
820
$2K ﹤0.01%
+29
821
$2K ﹤0.01%
515
+415
822
$2K ﹤0.01%
+40
823
$2K ﹤0.01%
30
824
$2K ﹤0.01%
+54
825
$2K ﹤0.01%
5
31 32
33
34 35