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
$1.73B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$14M
3
+$8.8M
4
PM icon
Philip Morris
PM
+$8.75M
5
DAL icon
Delta Air Lines
DAL
+$8.68M

Top Sells

1
+$9.77M
2
+$9.27M
3
+$8.23M
4
EXR icon
Extra Space Storage
EXR
+$7.97M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.79M

Sector Composition

1 Financials 5.11%
2 Consumer Discretionary 4.38%
3 Consumer Staples 3.9%
4 Healthcare 3.8%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$167K 0.01%
+2,273
252
$163K 0.01%
+3,174
253
$163K 0.01%
+3,114
254
$163K 0.01%
+4,806
255
$160K 0.01%
+5,903
256
$157K 0.01%
+5,682
257
$155K 0.01%
+4,716
258
$154K 0.01%
+1,140
259
$153K 0.01%
+3,152
260
$152K 0.01%
+5,555
261
$150K 0.01%
+5,084
262
$150K 0.01%
+9,696
263
$150K 0.01%
+9,148
264
$144K 0.01%
5,675
-27
265
$136K 0.01%
+3,220
266
$132K 0.01%
+3,631
267
$131K 0.01%
+7,535
268
$128K 0.01%
+933
269
$123K 0.01%
+2,775
270
$121K 0.01%
2,507
-1,882
271
$120K 0.01%
+1,870
272
$117K 0.01%
+767
273
$117K 0.01%
+2,041
274
$113K 0.01%
+714
275
$113K 0.01%
+913
9 10
11
12 13