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
451
$2K ﹤0.01%
+125
452
$2K ﹤0.01%
50
-29
453
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51
+17
454
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13
455
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51
456
$2K ﹤0.01%
+530
457
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35
-1,365
458
$2K ﹤0.01%
52
459
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37
-110
460
$2K ﹤0.01%
114
461
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+60
462
$2K ﹤0.01%
+219
463
$2K ﹤0.01%
+100
464
$2K ﹤0.01%
31
465
$2K ﹤0.01%
+30
466
$2K ﹤0.01%
+20
467
$2K ﹤0.01%
504
+434
468
$2K ﹤0.01%
+200
469
$1K ﹤0.01%
21
470
$1K ﹤0.01%
66
+43
471
$1K ﹤0.01%
60
472
$1K ﹤0.01%
+6
473
$1K ﹤0.01%
60
474
$1K ﹤0.01%
+19
475
$1K ﹤0.01%
17
-14
17 18
19
20 21