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
401
$2K ﹤0.01%
45
402
$2K ﹤0.01%
38
403
$2K ﹤0.01%
100
+1
404
$2K ﹤0.01%
+60
405
$2K ﹤0.01%
20
-500
406
$2K ﹤0.01%
+57
407
$2K ﹤0.01%
+176
408
$2K ﹤0.01%
+50
409
$2K ﹤0.01%
13
410
$2K ﹤0.01%
21
+15
411
$2K ﹤0.01%
34
412
$2K ﹤0.01%
16
413
$2K ﹤0.01%
120
414
$2K ﹤0.01%
+280
415
$2K ﹤0.01%
24
416
$2K ﹤0.01%
+97
417
$2K ﹤0.01%
44
-198
418
$2K ﹤0.01%
48
419
$2K ﹤0.01%
44
-214
420
$2K ﹤0.01%
+55
421
$2K ﹤0.01%
+12
422
$2K ﹤0.01%
+496
423
$2K ﹤0.01%
+70
424
$2K ﹤0.01%
+251
425
$2K ﹤0.01%
+70
15 16
17
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