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
376
$3K ﹤0.01%
22
377
$3K ﹤0.01%
+50
378
$3K ﹤0.01%
359
379
$3K ﹤0.01%
100
380
$3K ﹤0.01%
50
+34
381
$3K ﹤0.01%
+190
382
$3K ﹤0.01%
183
383
$3K ﹤0.01%
109
-117
384
$3K ﹤0.01%
38
+36
385
$3K ﹤0.01%
79
+64
386
$3K ﹤0.01%
200
387
$3K ﹤0.01%
+130
388
$3K ﹤0.01%
+337
389
$3K ﹤0.01%
28
-58
390
$3K ﹤0.01%
+45
391
$3K ﹤0.01%
+225
392
$3K ﹤0.01%
43
393
$3K ﹤0.01%
+130
394
$3K ﹤0.01%
+99
395
$2K ﹤0.01%
+50
396
$2K ﹤0.01%
20
-37
397
$2K ﹤0.01%
59
398
$2K ﹤0.01%
+43
399
$2K ﹤0.01%
75
+10
400
$2K ﹤0.01%
30
14 15
16
17 18