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
351
$50K ﹤0.01%
+1,507
352
$50K ﹤0.01%
+4,118
353
$49K ﹤0.01%
+3,080
354
$48K ﹤0.01%
+256
355
$48K ﹤0.01%
+819
356
$48K ﹤0.01%
+196
357
$48K ﹤0.01%
+575
358
$47K ﹤0.01%
+863
359
$47K ﹤0.01%
+4,033
360
$46K ﹤0.01%
+1,052
361
$46K ﹤0.01%
+2,722
362
$46K ﹤0.01%
+715
363
$45K ﹤0.01%
+859
364
$45K ﹤0.01%
+557
365
$44K ﹤0.01%
+3,318
366
$44K ﹤0.01%
+2,589
367
$44K ﹤0.01%
+2,588
368
$44K ﹤0.01%
+1,450
369
$43K ﹤0.01%
+1,018
370
$42K ﹤0.01%
+500
371
$42K ﹤0.01%
+648
372
$41K ﹤0.01%
+3,094
373
$41K ﹤0.01%
+1,143
374
$41K ﹤0.01%
+1,041
375
$41K ﹤0.01%
+2,466
13 14
15
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