GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
351
$4K ﹤0.01%
+156
352
$4K ﹤0.01%
184
-1,476
353
$4K ﹤0.01%
+160
354
$4K ﹤0.01%
+95
355
$4K ﹤0.01%
42
356
$4K ﹤0.01%
+232
357
$4K ﹤0.01%
+100
358
$4K ﹤0.01%
211
359
$4K ﹤0.01%
86
+15
360
$4K ﹤0.01%
88
361
$4K ﹤0.01%
151
362
$4K ﹤0.01%
+137
363
$4K ﹤0.01%
100
364
$4K ﹤0.01%
+190
365
$4K ﹤0.01%
+93
366
$4K ﹤0.01%
100
367
$4K ﹤0.01%
105
-10,261
368
$4K ﹤0.01%
+1
369
$4K ﹤0.01%
+72
370
$4K ﹤0.01%
254
+236
371
$3K ﹤0.01%
+65
372
$3K ﹤0.01%
+55
373
$3K ﹤0.01%
162
-521
374
$3K ﹤0.01%
45
375
$3K ﹤0.01%
+20
13 14
15
16 17