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
1076
$2K ﹤0.01%
225
1077
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88
1078
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+257
1079
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1,000
1080
$2K ﹤0.01%
13
1081
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39
1082
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31
-4
1083
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+29
1084
$2K ﹤0.01%
62
-165
1085
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131
1086
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+20
1087
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15
1088
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886
1089
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25
-38
1090
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15
+8
1091
$2K ﹤0.01%
1,000
1092
$2K ﹤0.01%
22
1093
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+32
1094
$1K ﹤0.01%
30
1095
$1K ﹤0.01%
27
1096
$1K ﹤0.01%
+50
1097
$1K ﹤0.01%
+16
1098
$1K ﹤0.01%
76
1099
$1K ﹤0.01%
110
1100
$1K ﹤0.01%
64
42 43
44
45 46