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
251
$16K 0.01%
460
252
$15K ﹤0.01%
+381
253
$15K ﹤0.01%
450
254
$15K ﹤0.01%
+1,085
255
$15K ﹤0.01%
740
+265
256
$15K ﹤0.01%
250
-32
257
$15K ﹤0.01%
681
258
$14K ﹤0.01%
+156
259
$14K ﹤0.01%
320
260
$14K ﹤0.01%
216
-243
261
$14K ﹤0.01%
206
262
$14K ﹤0.01%
157
263
$14K ﹤0.01%
+143
264
$14K ﹤0.01%
168
265
$14K ﹤0.01%
382
266
$13K ﹤0.01%
1,000
267
$13K ﹤0.01%
+473
268
$13K ﹤0.01%
+206
269
$13K ﹤0.01%
246
-2,039
270
$13K ﹤0.01%
262
+65
271
$13K ﹤0.01%
549
-43,556
272
$13K ﹤0.01%
1,063
273
$12K ﹤0.01%
352
274
$12K ﹤0.01%
+242
275
$12K ﹤0.01%
120
9 10
11
12 13