GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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
401
$5K ﹤0.01%
+38
402
$5K ﹤0.01%
+101
403
$5K ﹤0.01%
+104
404
$5K ﹤0.01%
288
405
$5K ﹤0.01%
100
406
$4K ﹤0.01%
51
407
$4K ﹤0.01%
+136
408
$4K ﹤0.01%
206
+118
409
$4K ﹤0.01%
211
410
$4K ﹤0.01%
250
411
$4K ﹤0.01%
183
412
$4K ﹤0.01%
+36
413
$4K ﹤0.01%
160
-760
414
$4K ﹤0.01%
+300
415
$4K ﹤0.01%
359
416
$4K ﹤0.01%
45
417
$4K ﹤0.01%
+3,000
418
$3K ﹤0.01%
56
-21
419
$3K ﹤0.01%
+200
420
$3K ﹤0.01%
160
421
$3K ﹤0.01%
21
-13
422
$3K ﹤0.01%
+100
423
$3K ﹤0.01%
45
424
$3K ﹤0.01%
+70
425
$3K ﹤0.01%
100
-1,147
15 16
17
18 19