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
951
$4K ﹤0.01%
375
952
$4K ﹤0.01%
362
+2
953
$4K ﹤0.01%
+254
954
$4K ﹤0.01%
+64
955
$4K ﹤0.01%
50
+32
956
$4K ﹤0.01%
38
+23
957
$4K ﹤0.01%
183
958
$4K ﹤0.01%
325
959
$4K ﹤0.01%
+275
960
$4K ﹤0.01%
39
961
$3K ﹤0.01%
18
+1
962
$3K ﹤0.01%
49
963
$3K ﹤0.01%
42
964
$3K ﹤0.01%
29
+27
965
$3K ﹤0.01%
14
+8
966
$3K ﹤0.01%
32
967
$3K ﹤0.01%
18
968
$3K ﹤0.01%
100
969
$3K ﹤0.01%
35
970
$3K ﹤0.01%
1,000
971
$3K ﹤0.01%
+218
972
$3K ﹤0.01%
172
973
$3K ﹤0.01%
+27
974
$3K ﹤0.01%
+55
975
$3K ﹤0.01%
+75
37 38
39
40 41