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
301
$55K ﹤0.01%
690
-149
302
$55K ﹤0.01%
606
+179
303
$55K ﹤0.01%
521
-25
304
$53K ﹤0.01%
4,910
-98
305
$53K ﹤0.01%
1,090
+974
306
$53K ﹤0.01%
1,070
307
$53K ﹤0.01%
678
+421
308
$51K ﹤0.01%
3,649
309
$51K ﹤0.01%
425
-54,748
310
$51K ﹤0.01%
1,583
-104,586
311
$50K ﹤0.01%
426
-418
312
$49K ﹤0.01%
2,722
313
$48K ﹤0.01%
1,070
314
$47K ﹤0.01%
600
315
$47K ﹤0.01%
1,665
+1,081
316
$46K ﹤0.01%
919
+22
317
$46K ﹤0.01%
4,033
318
$45K ﹤0.01%
432
-429
319
$45K ﹤0.01%
445
-1,008
320
$44K ﹤0.01%
+212
321
$44K ﹤0.01%
822
-658
322
$43K ﹤0.01%
1,350
323
$42K ﹤0.01%
3,318
324
$42K ﹤0.01%
428
325
$41K ﹤0.01%
3,094
11 12
13
14 15