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
$432M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.37M
3
+$3.16M
4
BND icon
Vanguard Total Bond Market
BND
+$3.04M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.86M

Top Sells

1
+$9.39M
2
+$2.14M
3
+$1.92M
4
POT
Potash Corp Of Saskatchewan
POT
+$1.91M
5
INTC icon
Intel
INTC
+$1.89M

Sector Composition

1 Consumer Staples 4.09%
2 Industrials 3.7%
3 Consumer Discretionary 2.91%
4 Communication Services 2.63%
5 Technology 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$35K 0.01%
+1,410
227
$34K 0.01%
352
-242
228
$33K 0.01%
491
+275
229
$33K 0.01%
+400
230
$33K 0.01%
2,035
231
$32K 0.01%
4,370
-230,380
232
$32K 0.01%
+1,300
233
$32K 0.01%
216
234
$31K 0.01%
+2,000
235
$31K 0.01%
1,840
-200
236
$30K 0.01%
+425
237
$30K 0.01%
406
+368
238
$30K 0.01%
3,144
+39
239
$29K 0.01%
+1,896
240
$29K 0.01%
2,101
-48
241
$29K 0.01%
632
-53,376
242
$29K 0.01%
1,400
-820
243
$28K 0.01%
+2,849
244
$28K 0.01%
+2,056
245
$27K 0.01%
1,596
-462
246
$27K 0.01%
+473
247
$27K 0.01%
1,000
248
$27K 0.01%
4,000
249
$27K 0.01%
360
-1,000
250
$26K 0.01%
900
8 9
10
11 12