GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$19.8M
3
+$17.9M
4
NFLX icon
Netflix
NFLX
+$15.5M
5
PSA icon
Public Storage
PSA
+$14.2M

Top Sells

1
+$72.6M
2
+$30.2M
3
+$29.2M
4
UNH icon
UnitedHealth
UNH
+$19.2M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$18M

Sector Composition

1 Financials 8.37%
2 Technology 7.74%
3 Consumer Discretionary 5.62%
4 Healthcare 5.4%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$17K ﹤0.01%
250
-128
677
$17K ﹤0.01%
204
+10
678
$17K ﹤0.01%
364
+1
679
$17K ﹤0.01%
1,122
680
$16K ﹤0.01%
+172
681
$16K ﹤0.01%
257
682
$16K ﹤0.01%
294
-80
683
$16K ﹤0.01%
90
684
$16K ﹤0.01%
674
685
$16K ﹤0.01%
1,002
+1
686
$16K ﹤0.01%
325
687
$16K ﹤0.01%
110
688
$16K ﹤0.01%
+405
689
$16K ﹤0.01%
72
690
$16K ﹤0.01%
313
691
$16K ﹤0.01%
+460
692
$16K ﹤0.01%
96
693
$16K ﹤0.01%
422
+8
694
$16K ﹤0.01%
333
+243
695
$16K ﹤0.01%
263
-47
696
$15K ﹤0.01%
756
697
$15K ﹤0.01%
178
698
$15K ﹤0.01%
925
+185
699
$15K ﹤0.01%
113
-40
700
$15K ﹤0.01%
116
+86
26 27
28
29 30