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
251
$111K 0.01%
986
+426
252
$109K 0.01%
1,865
+718
253
$107K 0.01%
4,542
+700
254
$107K 0.01%
1,228
-1,180
255
$106K 0.01%
1,647
-4,399
256
$104K 0.01%
1,562
257
$103K 0.01%
1,529
-296
258
$103K 0.01%
4,511
-382
259
$102K 0.01%
2,859
+2,290
260
$101K 0.01%
6,535
+5,110
261
$100K 0.01%
3,101
+2,477
262
$99K 0.01%
4,967
+3,950
263
$98K 0.01%
1,663
+738
264
$96K 0.01%
308
+67
265
$96K 0.01%
1,253
266
$95K 0.01%
833
+35
267
$91K 0.01%
1,587
268
$90K 0.01%
7,743
+600
269
$90K 0.01%
+3,617
270
$89K 0.01%
2,255
271
$87K 0.01%
4,851
272
$86K 0.01%
3,634
-1,950
273
$84K 0.01%
511
+41
274
$83K 0.01%
+1,975
275
$83K 0.01%
+4,000
9 10
11
12 13