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
376
$11K ﹤0.01%
193
+158
377
$11K ﹤0.01%
201
+1
378
$11K ﹤0.01%
+2,100
379
$11K ﹤0.01%
570
380
$11K ﹤0.01%
+500
381
$10K ﹤0.01%
241
+30
382
$10K ﹤0.01%
100
383
$10K ﹤0.01%
448
+20
384
$9K ﹤0.01%
350
385
$9K ﹤0.01%
212
386
$9K ﹤0.01%
+300
387
$9K ﹤0.01%
250
388
$9K ﹤0.01%
242
+210
389
$9K ﹤0.01%
+300
390
$8K ﹤0.01%
129
+40
391
$8K ﹤0.01%
+300
392
$8K ﹤0.01%
+119
393
$8K ﹤0.01%
+140
394
$8K ﹤0.01%
25
395
$8K ﹤0.01%
200
396
$8K ﹤0.01%
132
-26
397
$8K ﹤0.01%
200
398
$8K ﹤0.01%
+167
399
$8K ﹤0.01%
198
400
$7K ﹤0.01%
+82
14 15
16
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