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
326
$40K ﹤0.01%
3,696
327
$40K ﹤0.01%
1,198
328
$40K ﹤0.01%
846
+524
329
$39K ﹤0.01%
678
330
$39K ﹤0.01%
1,787
-2,138
331
$39K ﹤0.01%
2,458
+3
332
$39K ﹤0.01%
3,300
333
$38K ﹤0.01%
602
334
$38K ﹤0.01%
887
+188
335
$37K ﹤0.01%
613
+141
336
$37K ﹤0.01%
1,500
337
$36K ﹤0.01%
704
+326
338
$36K ﹤0.01%
538
+176
339
$36K ﹤0.01%
437
340
$35K ﹤0.01%
997
-161,765
341
$35K ﹤0.01%
698
+1
342
$35K ﹤0.01%
1,500
343
$35K ﹤0.01%
2,000
344
$35K ﹤0.01%
718
345
$35K ﹤0.01%
230
+80
346
$34K ﹤0.01%
501
+112
347
$34K ﹤0.01%
781
+368
348
$34K ﹤0.01%
2,763
349
$33K ﹤0.01%
750
-473
350
$33K ﹤0.01%
+1,041
12 13
14
15 16