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
351
$33K ﹤0.01%
742
+481
352
$33K ﹤0.01%
548
+545
353
$32K ﹤0.01%
400
354
$32K ﹤0.01%
1,008
+808
355
$32K ﹤0.01%
1,000
356
$32K ﹤0.01%
+1,780
357
$32K ﹤0.01%
359
-700
358
$31K ﹤0.01%
+1,880
359
$31K ﹤0.01%
2,220
360
$30K ﹤0.01%
936
361
$30K ﹤0.01%
440
362
$30K ﹤0.01%
2,056
363
$29K ﹤0.01%
772
-26
364
$29K ﹤0.01%
612
+500
365
$29K ﹤0.01%
214
+27
366
$29K ﹤0.01%
742
+663
367
$28K ﹤0.01%
618
368
$28K ﹤0.01%
+241
369
$28K ﹤0.01%
+501
370
$28K ﹤0.01%
700
371
$28K ﹤0.01%
516
-366
372
$27K ﹤0.01%
345
-77,390
373
$27K ﹤0.01%
235
+110
374
$27K ﹤0.01%
2,035
375
$27K ﹤0.01%
197
+91
13 14
15
16 17