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
176
$92K 0.02%
666
-100
177
$89K 0.02%
+4,082
178
$81K 0.02%
3,162
+330
179
$80K 0.02%
1,832
+41
180
$77K 0.02%
3,268
-335
181
$71K 0.02%
2,038
182
$70K 0.02%
230
-33
183
$70K 0.02%
2,550
+260
184
$68K 0.02%
680
-113
185
$68K 0.02%
1,240
+550
186
$63K 0.01%
450
+200
187
$63K 0.01%
1,495
188
$62K 0.01%
1,256
-609
189
$61K 0.01%
4,851
190
$60K 0.01%
751
+224
191
$59K 0.01%
546
-500
192
$59K 0.01%
1,136
+36
193
$59K 0.01%
607
-544
194
$58K 0.01%
618
-286
195
$57K 0.01%
4,910
196
$56K 0.01%
+3,082
197
$53K 0.01%
373
198
$52K 0.01%
631
+346
199
$52K 0.01%
1,435
-34
200
$52K 0.01%
855
+500
6 7
8
9 10