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
276
$12K ﹤0.01%
+495
277
$11K ﹤0.01%
738
278
$11K ﹤0.01%
+140
279
$11K ﹤0.01%
+570
280
$11K ﹤0.01%
+111
281
$11K ﹤0.01%
+38
282
$11K ﹤0.01%
+206
283
$10K ﹤0.01%
+100
284
$10K ﹤0.01%
+158
285
$10K ﹤0.01%
100
286
$10K ﹤0.01%
+440
287
$10K ﹤0.01%
121
288
$10K ﹤0.01%
+108
289
$10K ﹤0.01%
+342
290
$10K ﹤0.01%
+1
291
$10K ﹤0.01%
411
292
$9K ﹤0.01%
176
+102
293
$9K ﹤0.01%
211
294
$9K ﹤0.01%
+693
295
$9K ﹤0.01%
200
+1
296
$9K ﹤0.01%
365
-3,958
297
$8K ﹤0.01%
200
298
$8K ﹤0.01%
230
+163
299
$8K ﹤0.01%
+50
300
$8K ﹤0.01%
+122
10 11
12
13 14