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
$705M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$8.9M
3
+$7.42M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$5.08M
5
ADI icon
Analog Devices
ADI
+$3.22M

Top Sells

1
+$40.2M
2
+$14.9M
3
+$4.06M
4
GME icon
GameStop
GME
+$3.98M
5
UBSI icon
United Bankshares
UBSI
+$3.86M

Sector Composition

1 Technology 5.02%
2 Industrials 3.3%
3 Real Estate 2.83%
4 Healthcare 2.46%
5 Utilities 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
116
+109
352
$13K ﹤0.01%
125
353
$13K ﹤0.01%
1,300
354
$13K ﹤0.01%
450
355
$13K ﹤0.01%
155
-100
356
$13K ﹤0.01%
169
-275
357
$13K ﹤0.01%
140
358
$13K ﹤0.01%
858
359
$13K ﹤0.01%
1,700
360
$13K ﹤0.01%
+425
361
$13K ﹤0.01%
382
362
$12K ﹤0.01%
850
363
$12K ﹤0.01%
90
-27
364
$12K ﹤0.01%
+294
365
$12K ﹤0.01%
+525
366
$12K ﹤0.01%
306
+2
367
$12K ﹤0.01%
375
-5,845
368
$12K ﹤0.01%
104
369
$11K ﹤0.01%
200
370
$11K ﹤0.01%
281
+46
371
$11K ﹤0.01%
283
372
$11K ﹤0.01%
994
-31,097
373
$11K ﹤0.01%
143
374
$11K ﹤0.01%
194
375
$11K ﹤0.01%
+146
13 14
15
16 17