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
726
$12K ﹤0.01%
605
727
$12K ﹤0.01%
313
-21
728
$12K ﹤0.01%
196
+187
729
$12K ﹤0.01%
281
730
$12K ﹤0.01%
1,800
731
$12K ﹤0.01%
48
-34
732
$12K ﹤0.01%
190
+8
733
$12K ﹤0.01%
154
734
$12K ﹤0.01%
1,300
735
$12K ﹤0.01%
204
+4
736
$12K ﹤0.01%
771
737
$12K ﹤0.01%
678
738
$12K ﹤0.01%
100
+59
739
$12K ﹤0.01%
208
740
$12K ﹤0.01%
506
741
$11K ﹤0.01%
430
-38
742
$11K ﹤0.01%
92
743
$11K ﹤0.01%
300
+100
744
$11K ﹤0.01%
153
745
$11K ﹤0.01%
272
746
$11K ﹤0.01%
276
747
$11K ﹤0.01%
130
748
$11K ﹤0.01%
77
-28
749
$11K ﹤0.01%
407
750
$11K ﹤0.01%
1,700
28 29
30
31 32