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
$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 3.41%
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
426
$6K ﹤0.01%
157
427
$6K ﹤0.01%
200
428
$6K ﹤0.01%
100
429
$5K ﹤0.01%
184
430
$5K ﹤0.01%
17
431
$5K ﹤0.01%
+178
432
$5K ﹤0.01%
+50
433
$5K ﹤0.01%
80
-42
434
$5K ﹤0.01%
132
435
$5K ﹤0.01%
151
436
$5K ﹤0.01%
161
+24
437
$5K ﹤0.01%
64
-45
438
$5K ﹤0.01%
73
-11
439
$5K ﹤0.01%
+90
440
$5K ﹤0.01%
110
441
$5K ﹤0.01%
83
442
$5K ﹤0.01%
+290
443
$5K ﹤0.01%
69
+66
444
$5K ﹤0.01%
288
445
$5K ﹤0.01%
+110
446
$4K ﹤0.01%
126
447
$4K ﹤0.01%
227
448
$4K ﹤0.01%
34
449
$4K ﹤0.01%
77
-185
450
$4K ﹤0.01%
103
-100
16 17
18
19 20