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
901
$4K ﹤0.01%
68
-7
902
$4K ﹤0.01%
145
903
$4K ﹤0.01%
135
904
$4K ﹤0.01%
325
905
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43
-20
906
$4K ﹤0.01%
39
907
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275
908
$4K ﹤0.01%
131
+99
909
$4K ﹤0.01%
45
-7
910
$4K ﹤0.01%
151
911
$4K ﹤0.01%
59
912
$4K ﹤0.01%
26
-34
913
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105
+43
914
$4K ﹤0.01%
+81
915
$4K ﹤0.01%
33
+5
916
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91
917
$4K ﹤0.01%
160
-297
918
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919
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258
+1
920
$4K ﹤0.01%
994
-984
921
$4K ﹤0.01%
225
922
$4K ﹤0.01%
+35
923
$4K ﹤0.01%
32
+27
924
$4K ﹤0.01%
+138
925
$4K ﹤0.01%
11
35 36
37
38 39