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
876
$6K ﹤0.01%
61
877
$6K ﹤0.01%
227
-397
878
$6K ﹤0.01%
97
-32
879
$6K ﹤0.01%
65
+47
880
$6K ﹤0.01%
72
881
$5K ﹤0.01%
+102
882
$5K ﹤0.01%
11
883
$5K ﹤0.01%
181
+79
884
$5K ﹤0.01%
+200
885
$5K ﹤0.01%
95
886
$5K ﹤0.01%
16
+7
887
$5K ﹤0.01%
+19
888
$5K ﹤0.01%
290
889
$5K ﹤0.01%
3,800
890
$5K ﹤0.01%
32
-154
891
$5K ﹤0.01%
522
-9
892
$5K ﹤0.01%
48
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893
$5K ﹤0.01%
77
894
$5K ﹤0.01%
+70
895
$5K ﹤0.01%
+284
896
$5K ﹤0.01%
+195
897
$5K ﹤0.01%
62
898
$5K ﹤0.01%
29
-3
899
$5K ﹤0.01%
120
900
$5K ﹤0.01%
217
-4,648
34 35
36
37 38