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
301
$8K ﹤0.01%
540
+275
302
$8K ﹤0.01%
+208
303
$8K ﹤0.01%
428
-820
304
$8K ﹤0.01%
234
-13,378
305
$8K ﹤0.01%
250
306
$8K ﹤0.01%
236
-38
307
$8K ﹤0.01%
212
308
$7K ﹤0.01%
452
309
$7K ﹤0.01%
+350
310
$7K ﹤0.01%
+571
311
$7K ﹤0.01%
83
312
$7K ﹤0.01%
110
313
$7K ﹤0.01%
+181
314
$7K ﹤0.01%
109
+45
315
$7K ﹤0.01%
100
316
$7K ﹤0.01%
200
317
$7K ﹤0.01%
122
-198
318
$7K ﹤0.01%
25
319
$7K ﹤0.01%
293
320
$7K ﹤0.01%
198
321
$7K ﹤0.01%
+17
322
$7K ﹤0.01%
203
323
$6K ﹤0.01%
425
+7
324
$6K ﹤0.01%
140
-1
325
$6K ﹤0.01%
+215
11 12
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