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
851
$7K ﹤0.01%
225
852
$7K ﹤0.01%
+50
853
$7K ﹤0.01%
300
854
$6K ﹤0.01%
600
855
$6K ﹤0.01%
1,105
-84
856
$6K ﹤0.01%
20,000
857
$6K ﹤0.01%
75
858
$6K ﹤0.01%
64
859
$6K ﹤0.01%
80
860
$6K ﹤0.01%
+188
861
$6K ﹤0.01%
+100
862
$6K ﹤0.01%
104
863
$6K ﹤0.01%
66
864
$6K ﹤0.01%
60
-451
865
$6K ﹤0.01%
67
866
$6K ﹤0.01%
+36
867
$6K ﹤0.01%
+62
868
$6K ﹤0.01%
127
+14
869
$6K ﹤0.01%
83
870
$6K ﹤0.01%
144
871
$6K ﹤0.01%
+303
872
$6K ﹤0.01%
+450
873
$6K ﹤0.01%
+100
874
$6K ﹤0.01%
+435
875
$6K ﹤0.01%
61
33 34
35
36 37