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
$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 3.42%
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
351
$13K ﹤0.01%
320
352
$13K ﹤0.01%
280
-251
353
$13K ﹤0.01%
262
-266
354
$13K ﹤0.01%
+350
355
$13K ﹤0.01%
89
+39
356
$13K ﹤0.01%
159
+38
357
$13K ﹤0.01%
+160
358
$13K ﹤0.01%
1,063
359
$12K ﹤0.01%
+260
360
$12K ﹤0.01%
352
361
$12K ﹤0.01%
+1,500
362
$12K ﹤0.01%
+108
363
$12K ﹤0.01%
+433
364
$12K ﹤0.01%
165
-41
365
$12K ﹤0.01%
+300
366
$12K ﹤0.01%
+280
367
$12K ﹤0.01%
+900
368
$12K ﹤0.01%
+173
369
$12K ﹤0.01%
136
+28
370
$12K ﹤0.01%
+348
371
$12K ﹤0.01%
+267
372
$12K ﹤0.01%
+210
373
$12K ﹤0.01%
140
374
$11K ﹤0.01%
411
375
$11K ﹤0.01%
+282
13 14
15
16 17