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
$376M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.83M
3
+$3.4M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.28M

Top Sells

1
+$1.97M
2
+$1.92M
3
+$1.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M
5
UNS
UNS ENERGY CORP COM
UNS
+$1.77M

Sector Composition

1 Communication Services 3.43%
2 Industrials 3.41%
3 Consumer Discretionary 3.26%
4 Consumer Staples 3.19%
5 Real Estate 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$26K 0.01%
487
-30,972
277
$26K 0.01%
900
278
$25K 0.01%
285
-414
279
$25K 0.01%
395
280
$25K 0.01%
+1,000
281
$25K 0.01%
+350
282
$24K 0.01%
+521
283
$24K 0.01%
810
-57,514
284
$24K 0.01%
425
-17
285
$24K 0.01%
328
+7
286
$24K 0.01%
1,885
+45
287
$24K 0.01%
206
+106
288
$24K 0.01%
398
-29,328
289
$24K 0.01%
+1,000
290
$23K 0.01%
250
-1,250
291
$23K 0.01%
137
292
$22K 0.01%
+1,000
293
$22K 0.01%
+300
294
$22K 0.01%
1,610
295
$22K 0.01%
299
-25
296
$22K 0.01%
352
-25,222
297
$22K 0.01%
+1,500
298
$21K 0.01%
+1,400
299
$21K 0.01%
+2,200
300
$21K 0.01%
345
+26
10 11
12
13 14