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
276
$81K 0.01%
3,387
+1,935
277
$79K 0.01%
1,500
278
$79K 0.01%
1,022
+90
279
$79K 0.01%
869
-450
280
$79K 0.01%
2,766
+146
281
$76K 0.01%
680
-200
282
$74K 0.01%
793
-300
283
$72K 0.01%
4,880
284
$70K 0.01%
255
285
$70K 0.01%
529
+100
286
$69K 0.01%
2,385
-468,826
287
$67K 0.01%
1,298
-194
288
$67K 0.01%
3,082
289
$66K 0.01%
4,245
-474
290
$65K 0.01%
1,900
291
$63K ﹤0.01%
1,144
-50
292
$62K ﹤0.01%
1,586
+1,359
293
$62K ﹤0.01%
709
-1,094
294
$60K ﹤0.01%
1,350
295
$60K ﹤0.01%
4,016
296
$59K ﹤0.01%
700
-80,463
297
$59K ﹤0.01%
851
-421
298
$58K ﹤0.01%
2,088
299
$58K ﹤0.01%
783
-6,455
300
$56K ﹤0.01%
3,000
-375
10 11
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