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
801
$9K ﹤0.01%
112
+72
802
$9K ﹤0.01%
+273
803
$9K ﹤0.01%
268
+35
804
$9K ﹤0.01%
1,663
-54
805
$9K ﹤0.01%
+248
806
$9K ﹤0.01%
256
807
$9K ﹤0.01%
259
-114
808
$8K ﹤0.01%
494
809
$8K ﹤0.01%
317
810
$8K ﹤0.01%
1,047
811
$8K ﹤0.01%
120
+11
812
$8K ﹤0.01%
700
813
$8K ﹤0.01%
48
-20
814
$8K ﹤0.01%
208
+40
815
$8K ﹤0.01%
267
-25
816
$8K ﹤0.01%
17
+13
817
$8K ﹤0.01%
46
-17
818
$8K ﹤0.01%
232
819
$8K ﹤0.01%
+100
820
$8K ﹤0.01%
+86
821
$8K ﹤0.01%
700
822
$8K ﹤0.01%
+235
823
$8K ﹤0.01%
14
+3
824
$8K ﹤0.01%
1,000
825
$8K ﹤0.01%
260
31 32
33
34 35