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
$510M
AUM Growth
+$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.68M
3
+$3.04M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$3.01M
5
CNK icon
Cinemark Holdings
CNK
+$2.87M

Top Sells

1
+$3.4M
2
+$3.38M
3
+$3.2M
4
LO
LORILLARD INC COM STK
LO
+$3M
5
LEG icon
Leggett & Platt
LEG
+$2.27M

Sector Composition

1 Industrials 3.36%
2 Communication Services 3.29%
3 Real Estate 3.16%
4 Healthcare 3.02%
5 Utilities 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
104
402
$5K ﹤0.01%
113
-6
403
$5K ﹤0.01%
60
404
$5K ﹤0.01%
325
405
$5K ﹤0.01%
+200
406
$5K ﹤0.01%
200
407
$5K ﹤0.01%
100
408
$4K ﹤0.01%
160
409
$4K ﹤0.01%
200
-11
410
$4K ﹤0.01%
1
411
$4K ﹤0.01%
36
412
$4K ﹤0.01%
359
413
$4K ﹤0.01%
42
+39
414
$4K ﹤0.01%
288
415
$4K ﹤0.01%
51
416
$3K ﹤0.01%
206
417
$3K ﹤0.01%
17
418
$3K ﹤0.01%
42
419
$3K ﹤0.01%
44
420
$3K ﹤0.01%
250
421
$3K ﹤0.01%
62
-425
422
$3K ﹤0.01%
52
423
$3K ﹤0.01%
100
424
$3K ﹤0.01%
3,000
425
$3K ﹤0.01%
200
15 16
17
18 19