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
851
$6K ﹤0.01%
108
-171
852
$6K ﹤0.01%
40
853
$6K ﹤0.01%
98
+19
854
$6K ﹤0.01%
11
855
$6K ﹤0.01%
45
-38
856
$6K ﹤0.01%
15
+10
857
$6K ﹤0.01%
61
858
$6K ﹤0.01%
50
859
$6K ﹤0.01%
+122
860
$6K ﹤0.01%
+31
861
$6K ﹤0.01%
102
-221
862
$6K ﹤0.01%
32
863
$6K ﹤0.01%
239
864
$6K ﹤0.01%
50
865
$6K ﹤0.01%
+50
866
$6K ﹤0.01%
1
867
$5K ﹤0.01%
1,570
868
$5K ﹤0.01%
100
869
$5K ﹤0.01%
327
870
$5K ﹤0.01%
+34
871
$5K ﹤0.01%
130
-179
872
$5K ﹤0.01%
94
873
$5K ﹤0.01%
435
874
$5K ﹤0.01%
146
875
$5K ﹤0.01%
+466
33 34
35
36 37