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
826
$8K ﹤0.01%
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827
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+954
829
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61
830
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831
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191
833
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834
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835
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-232
836
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837
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839
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840
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841
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842
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+125
843
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844
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845
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235
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390
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847
$7K ﹤0.01%
1,351
848
$7K ﹤0.01%
228
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849
$7K ﹤0.01%
73
850
$7K ﹤0.01%
347
-147
32 33
34
35 36