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
326
$17K ﹤0.01%
208
+188
327
$17K ﹤0.01%
+403
328
$17K ﹤0.01%
180
329
$17K ﹤0.01%
240
+140
330
$17K ﹤0.01%
250
331
$16K ﹤0.01%
206
332
$16K ﹤0.01%
+450
333
$16K ﹤0.01%
+437
334
$16K ﹤0.01%
+600
335
$16K ﹤0.01%
382
336
$15K ﹤0.01%
+400
337
$15K ﹤0.01%
+560
338
$15K ﹤0.01%
168
339
$15K ﹤0.01%
460
340
$15K ﹤0.01%
681
341
$14K ﹤0.01%
216
342
$14K ﹤0.01%
+200
343
$14K ﹤0.01%
+390
344
$14K ﹤0.01%
450
345
$14K ﹤0.01%
+300
346
$14K ﹤0.01%
250
-50
347
$14K ﹤0.01%
1,000
348
$13K ﹤0.01%
+160
349
$13K ﹤0.01%
1,063
350
$13K ﹤0.01%
495
+130
12 13
14
15 16