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
376
$26K ﹤0.01%
240
-192
377
$26K ﹤0.01%
320
+145
378
$26K ﹤0.01%
500
+200
379
$25K ﹤0.01%
1,673
380
$25K ﹤0.01%
1,034
+920
381
$25K ﹤0.01%
+832
382
$25K ﹤0.01%
+599
383
$25K ﹤0.01%
+1,359
384
$25K ﹤0.01%
807
385
$24K ﹤0.01%
385
+182
386
$23K ﹤0.01%
500
387
$23K ﹤0.01%
1,000
388
$23K ﹤0.01%
915
389
$22K ﹤0.01%
+357
390
$22K ﹤0.01%
+1,293
391
$22K ﹤0.01%
1,500
-90
392
$21K ﹤0.01%
210
+3
393
$21K ﹤0.01%
348
+241
394
$21K ﹤0.01%
342
+148
395
$21K ﹤0.01%
+377
396
$20K ﹤0.01%
+1,000
397
$20K ﹤0.01%
380
398
$20K ﹤0.01%
1,514
-1,000
399
$20K ﹤0.01%
+227
400
$20K ﹤0.01%
159
+141
14 15
16
17 18