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
1101
$1K ﹤0.01%
24
1102
$1K ﹤0.01%
15
1103
$1K ﹤0.01%
+35
1104
$1K ﹤0.01%
26
-18
1105
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+60
1106
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48
1107
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10
1108
$1K ﹤0.01%
15
-11
1109
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5
1110
$1K ﹤0.01%
+40
1111
$1K ﹤0.01%
226
1112
$1K ﹤0.01%
+120
1113
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37
1114
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275
1115
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20
-211
1116
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22
+1
1117
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1
1118
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+16
1119
$1K ﹤0.01%
14
-35
1120
$1K ﹤0.01%
300
1121
$1K ﹤0.01%
20
1122
$1K ﹤0.01%
+17
1123
$1K ﹤0.01%
+26
1124
$1K ﹤0.01%
+25
1125
$1K ﹤0.01%
+11
43 44
45
46 47