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
$376M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.83M
3
+$3.4M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.28M

Top Sells

1
+$1.97M
2
+$1.92M
3
+$1.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M
5
UNS
UNS ENERGY CORP COM
UNS
+$1.77M

Sector Composition

1 Communication Services 3.43%
2 Industrials 3.41%
3 Consumer Discretionary 3.26%
4 Consumer Staples 3.19%
5 Real Estate 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.01%
1,167
+1,108
227
$46K 0.01%
+910
228
$46K 0.01%
1,469
+92
229
$46K 0.01%
387
230
$46K 0.01%
2,220
+820
231
$45K 0.01%
373
232
$44K 0.01%
1,061
+149
233
$44K 0.01%
378
+258
234
$44K 0.01%
+1,398
235
$42K 0.01%
712
-355
236
$42K 0.01%
2,300
237
$42K 0.01%
548
+426
238
$42K 0.01%
475
-500
239
$41K 0.01%
2,040
+1,840
240
$41K 0.01%
481
241
$40K 0.01%
527
+100
242
$40K 0.01%
1,070
243
$40K 0.01%
+1,000
244
$39K 0.01%
+1,092
245
$39K 0.01%
793
246
$39K 0.01%
632
-94
247
$38K 0.01%
704
248
$38K 0.01%
690
249
$38K 0.01%
420
250
$38K 0.01%
+652
8 9
10
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