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
$1.85B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$83.4M
2
+$61.6M
3
+$57.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$44.5M
5
EEHB
POWERSHARES S&P EMERGING MARKETS HIGH BETA PORTFOLIO
EEHB
+$42.6M

Top Sells

1
+$55.9M
2
+$44.2M
3
+$31.8M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$29.4M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$26.8M

Sector Composition

1 Financials 5.15%
2 Consumer Discretionary 4.46%
3 Technology 3.89%
4 Healthcare 3.72%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
4
952
$1K ﹤0.01%
340
-45
953
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69
+29
954
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17
955
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8
-3
956
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60
957
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17
958
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51
959
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+250
960
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15
961
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32
962
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963
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50
964
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21
-66
965
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11
+10
966
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21
967
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50
968
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969
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48
970
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5
-13
971
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18
972
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8
973
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15
974
$1K ﹤0.01%
11
-8
975
$1K ﹤0.01%
11
37 38
39
40 41