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
826
$7K ﹤0.01%
243
827
$7K ﹤0.01%
87
-69,920
828
$7K ﹤0.01%
34
829
$7K ﹤0.01%
14
+12
830
$7K ﹤0.01%
61
831
$7K ﹤0.01%
228
+5
832
$7K ﹤0.01%
50
-41
833
$7K ﹤0.01%
119
834
$7K ﹤0.01%
304
835
$7K ﹤0.01%
+81
836
$6K ﹤0.01%
80
837
$6K ﹤0.01%
10
838
$6K ﹤0.01%
26
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839
$6K ﹤0.01%
102
-58
840
$6K ﹤0.01%
95
+30
841
$6K ﹤0.01%
340
842
$6K ﹤0.01%
127
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843
$6K ﹤0.01%
38
844
$6K ﹤0.01%
492
845
$6K ﹤0.01%
99
846
$6K ﹤0.01%
50
847
$6K ﹤0.01%
+24
848
$6K ﹤0.01%
81
-86
849
$6K ﹤0.01%
266
850
$6K ﹤0.01%
89
32 33
34
35 36