GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.73B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$14M
3
+$8.83M
4
DAL icon
Delta Air Lines
DAL
+$8.1M
5
MS icon
Morgan Stanley
MS
+$8.02M

Top Sells

1
+$8.74M
2
+$7.88M
3
+$7.86M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.82M
5
EXR icon
Extra Space Storage
EXR
+$7.59M

Sector Composition

1 Financials 5.11%
2 Consumer Discretionary 4.38%
3 Consumer Staples 3.9%
4 Healthcare 3.8%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$35K ﹤0.01%
+224
402
$35K ﹤0.01%
+752
403
$35K ﹤0.01%
+653
404
$34K ﹤0.01%
+1,492
405
$34K ﹤0.01%
+600
406
$33K ﹤0.01%
+799
407
$33K ﹤0.01%
+507
408
$33K ﹤0.01%
+440
409
$32K ﹤0.01%
+1,072
410
$32K ﹤0.01%
+747
411
$32K ﹤0.01%
+2,220
412
$31K ﹤0.01%
+577
413
$31K ﹤0.01%
356
-3,880
414
$30K ﹤0.01%
+121
415
$30K ﹤0.01%
+461
416
$30K ﹤0.01%
+37
417
$29K ﹤0.01%
+668
418
$29K ﹤0.01%
+936
419
$29K ﹤0.01%
+955
420
$28K ﹤0.01%
+1,500
421
$28K ﹤0.01%
+340
422
$28K ﹤0.01%
+2,763
423
$28K ﹤0.01%
+2,164
424
$27K ﹤0.01%
+699
425
$27K ﹤0.01%
+894
15 16
17
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