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
$317M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.28M
3
+$4.94M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$4.39M
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$3.97M

Top Sells

1
+$5.56M
2
+$5.11M
3
+$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.8M
5
TGNA icon
TEGNA Inc
TGNA
+$1.53M

Sector Composition

1 Real Estate 3.51%
2 Communication Services 3.17%
3 Industrials 3.03%
4 Consumer Staples 2.92%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
137
227
$21K 0.01%
403
-12
228
$21K 0.01%
622
-944
229
$20K 0.01%
867
230
$20K 0.01%
410
231
$20K 0.01%
800
232
$19K 0.01%
1,088
+86
233
$19K 0.01%
+780
234
$19K 0.01%
452
-48
235
$19K 0.01%
+1,500
236
$18K 0.01%
+319
237
$18K 0.01%
850
238
$17K 0.01%
+474
239
$17K 0.01%
340
240
$17K 0.01%
1,179
-105,940
241
$17K 0.01%
227
-19,002
242
$17K 0.01%
763
-68,280
243
$16K 0.01%
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244
$16K 0.01%
125
245
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247
$16K 0.01%
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248
$16K 0.01%
300
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249
$16K 0.01%
854
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250
$16K 0.01%
722
8 9
10
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