GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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%
11
852
$6K ﹤0.01%
32
853
$6K ﹤0.01%
1
854
$6K ﹤0.01%
80
855
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89
856
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108
-171
857
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45
-38
858
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15
+10
859
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61
860
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50
861
$6K ﹤0.01%
+122
862
$6K ﹤0.01%
+31
863
$6K ﹤0.01%
102
-221
864
$6K ﹤0.01%
239
865
$6K ﹤0.01%
50
866
$6K ﹤0.01%
+50
867
$5K ﹤0.01%
50
868
$5K ﹤0.01%
115
869
$5K ﹤0.01%
270
870
$5K ﹤0.01%
224
871
$5K ﹤0.01%
42
-14
872
$5K ﹤0.01%
+85
873
$5K ﹤0.01%
77
874
$5K ﹤0.01%
84
875
$5K ﹤0.01%
+120
33 34
35
36 37