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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$17M
3
+$16.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$15.3M
5
CF icon
CF Industries
CF
+$6.61M

Top Sells

1
+$210M
2
+$13.6M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$7.13M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$7M

Sector Composition

1 Healthcare 4.39%
2 Industrials 3.51%
3 Energy 3.51%
4 Consumer Discretionary 3.24%
5 Real Estate 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$174K 0.01%
11,711
+563
227
$168K 0.01%
4,806
228
$167K 0.01%
1,215
229
$165K 0.01%
4,272
+915
230
$160K 0.01%
7,734
+74
231
$159K 0.01%
13,242
-878
232
$158K 0.01%
4,214
+2
233
$158K 0.01%
3,530
234
$156K 0.01%
+9,148
235
$148K 0.01%
6,702
236
$148K 0.01%
1,332
+905
237
$147K 0.01%
2,417
+707
238
$139K 0.01%
1,200
239
$139K 0.01%
6,597
240
$139K 0.01%
2,494
+921
241
$137K 0.01%
7,875
242
$134K 0.01%
799
243
$133K 0.01%
3,267
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244
$131K 0.01%
2,401
+200
245
$131K 0.01%
1,489
+964
246
$127K 0.01%
+4,979
247
$120K 0.01%
3,142
248
$120K 0.01%
669
-95
249
$120K 0.01%
1,441
+351
250
$114K 0.01%
2,548
+1,132
8 9
10
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