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
801
$8K ﹤0.01%
2,500
802
$8K ﹤0.01%
+88
803
$8K ﹤0.01%
+100
804
$8K ﹤0.01%
147
-12,119
805
$8K ﹤0.01%
915
806
$8K ﹤0.01%
478
807
$8K ﹤0.01%
143
-50
808
$8K ﹤0.01%
156
809
$8K ﹤0.01%
+2
810
$8K ﹤0.01%
1,000
811
$8K ﹤0.01%
859
812
$8K ﹤0.01%
535
813
$7K ﹤0.01%
50
814
$7K ﹤0.01%
145
-105
815
$7K ﹤0.01%
66
816
$7K ﹤0.01%
205
817
$7K ﹤0.01%
142
+28
818
$7K ﹤0.01%
148
-118
819
$7K ﹤0.01%
290
820
$7K ﹤0.01%
181
821
$7K ﹤0.01%
34
-15
822
$7K ﹤0.01%
171
823
$7K ﹤0.01%
65
-36
824
$7K ﹤0.01%
971
825
$7K ﹤0.01%
+20
31 32
33
34 35