GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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%
352
277
$11K ﹤0.01%
+206
278
$11K ﹤0.01%
+38
279
$11K ﹤0.01%
+111
280
$11K ﹤0.01%
+570
281
$11K ﹤0.01%
+140
282
$11K ﹤0.01%
738
283
$10K ﹤0.01%
411
284
$10K ﹤0.01%
+1
285
$10K ﹤0.01%
+342
286
$10K ﹤0.01%
+108
287
$10K ﹤0.01%
121
288
$10K ﹤0.01%
+440
289
$10K ﹤0.01%
100
290
$10K ﹤0.01%
+158
291
$10K ﹤0.01%
+100
292
$9K ﹤0.01%
200
+1
293
$9K ﹤0.01%
+693
294
$9K ﹤0.01%
365
-3,958
295
$9K ﹤0.01%
211
296
$9K ﹤0.01%
176
+102
297
$8K ﹤0.01%
212
298
$8K ﹤0.01%
236
-38
299
$8K ﹤0.01%
250
300
$8K ﹤0.01%
234
-13,378
10 11
12
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