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
$1.73B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$14M
3
+$8.8M
4
PM icon
Philip Morris
PM
+$8.75M
5
DAL icon
Delta Air Lines
DAL
+$8.68M

Top Sells

1
+$9.77M
2
+$9.27M
3
+$8.23M
4
EXR icon
Extra Space Storage
EXR
+$7.97M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.79M

Sector Composition

1 Financials 5.11%
2 Consumer Discretionary 4.38%
3 Consumer Staples 3.9%
4 Healthcare 3.8%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$62K ﹤0.01%
+2,777
327
$60K ﹤0.01%
+414
328
$60K ﹤0.01%
+414
329
$59K ﹤0.01%
1,087
-170,780
330
$59K ﹤0.01%
+500
331
$58K ﹤0.01%
+4,016
332
$58K ﹤0.01%
+1,276
333
$58K ﹤0.01%
+925
334
$58K ﹤0.01%
+4,000
335
$57K ﹤0.01%
+1,700
336
$57K ﹤0.01%
+741
337
$57K ﹤0.01%
+559
338
$56K ﹤0.01%
+708
339
$56K ﹤0.01%
+1,008
340
$56K ﹤0.01%
+428
341
$54K ﹤0.01%
+2,016
342
$54K ﹤0.01%
+723
343
$53K ﹤0.01%
+812
344
$53K ﹤0.01%
+1,070
345
$52K ﹤0.01%
+3,649
346
$52K ﹤0.01%
+705
347
$52K ﹤0.01%
+878
348
$52K ﹤0.01%
+3,111
349
$52K ﹤0.01%
+371
350
$50K ﹤0.01%
+4,910
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