GI

Gradient Investments Portfolio holdings

AUM $5.99B
1-Year Est. Return 15.14%
This Quarter Est. Return
1 Year Est. Return
+15.14%
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
+$3.38M
3
+$3.15M
4
BND icon
Vanguard Total Bond Market
BND
+$3.05M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.88M

Top Sells

1
+$9.36M
2
+$2.45M
3
+$1.95M
4
AYR
Aircastle Ltd
AYR
+$1.92M
5
MAA icon
Mid-America Apartment Communities
MAA
+$1.87M

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
351
$9K ﹤0.01%
+615
352
$9K ﹤0.01%
+56
353
$9K ﹤0.01%
120
-428
354
$9K ﹤0.01%
130
+66
355
$9K ﹤0.01%
199
+137
356
$9K ﹤0.01%
107
+34
357
$9K ﹤0.01%
225
358
$8K ﹤0.01%
+90
359
$8K ﹤0.01%
125
+45
360
$8K ﹤0.01%
198
361
$8K ﹤0.01%
+1,000
362
$8K ﹤0.01%
200
363
$8K ﹤0.01%
83
364
$8K ﹤0.01%
132
365
$8K ﹤0.01%
452
366
$7K ﹤0.01%
194
+171
367
$7K ﹤0.01%
308
-140
368
$7K ﹤0.01%
317
-33
369
$7K ﹤0.01%
+400
370
$7K ﹤0.01%
+750
371
$7K ﹤0.01%
293
372
$7K ﹤0.01%
280
373
$7K ﹤0.01%
140
374
$7K ﹤0.01%
+200
375
$7K ﹤0.01%
+1,000
13 14
15
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