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
1076
$1K ﹤0.01%
+4
1077
$1K ﹤0.01%
30
-3,966
1078
$1K ﹤0.01%
6
1079
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72
-552
1080
$1K ﹤0.01%
27
-81
1081
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76
1082
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100
1083
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31
-144
1084
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33
-5
1085
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20
1086
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1087
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+17
1088
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+7
1089
$1K ﹤0.01%
+8
1090
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50
1091
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+20
1092
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1093
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5
1094
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1095
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1096
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20
1097
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30
1098
$1K ﹤0.01%
27
+22
1099
$1K ﹤0.01%
22
1100
$1K ﹤0.01%
100
42 43
44
45 46