GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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
951
$4K ﹤0.01%
52
952
$4K ﹤0.01%
301
+51
953
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119
+13
954
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375
955
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241
+1
956
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+254
957
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183
958
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325
959
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+275
960
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39
961
$3K ﹤0.01%
23
-11
962
$3K ﹤0.01%
+150
963
$3K ﹤0.01%
1,000
964
$3K ﹤0.01%
+218
965
$3K ﹤0.01%
172
966
$3K ﹤0.01%
+27
967
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+55
968
$3K ﹤0.01%
+75
969
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275
970
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145
971
$3K ﹤0.01%
50
+25
972
$3K ﹤0.01%
+40
973
$3K ﹤0.01%
111
974
$3K ﹤0.01%
335
975
$3K ﹤0.01%
7
37 38
39
40 41