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
926
$4K ﹤0.01%
135
927
$4K ﹤0.01%
325
928
$4K ﹤0.01%
225
929
$4K ﹤0.01%
121
930
$3K ﹤0.01%
200
931
$3K ﹤0.01%
85
+41
932
$3K ﹤0.01%
+145
933
$3K ﹤0.01%
886
934
$3K ﹤0.01%
32
935
$3K ﹤0.01%
111
936
$3K ﹤0.01%
9
937
$3K ﹤0.01%
22
-69
938
$3K ﹤0.01%
7
939
$3K ﹤0.01%
19
+9
940
$3K ﹤0.01%
188
941
$3K ﹤0.01%
40
942
$3K ﹤0.01%
38
943
$3K ﹤0.01%
96
944
$3K ﹤0.01%
87
945
$3K ﹤0.01%
105
946
$3K ﹤0.01%
33
947
$3K ﹤0.01%
15
948
$3K ﹤0.01%
21
+17
949
$3K ﹤0.01%
36
-171
950
$3K ﹤0.01%
300
36 37
38
39 40