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
426
$18K ﹤0.01%
1,082
+232
427
$18K ﹤0.01%
292
-96,648
428
$18K ﹤0.01%
856
429
$17K ﹤0.01%
860
430
$17K ﹤0.01%
989
+139
431
$17K ﹤0.01%
313
+198
432
$17K ﹤0.01%
306
+2
433
$17K ﹤0.01%
2,374
434
$17K ﹤0.01%
439
-192
435
$17K ﹤0.01%
316
-366
436
$17K ﹤0.01%
360
-1,000
437
$16K ﹤0.01%
144
-62
438
$16K ﹤0.01%
871
-1,634
439
$16K ﹤0.01%
756
440
$16K ﹤0.01%
348
441
$16K ﹤0.01%
270
+143
442
$16K ﹤0.01%
140
443
$16K ﹤0.01%
602
444
$15K ﹤0.01%
112
-157
445
$15K ﹤0.01%
284
+46
446
$15K ﹤0.01%
+269
447
$15K ﹤0.01%
491
+452
448
$15K ﹤0.01%
325
-118,863
449
$15K ﹤0.01%
600
450
$15K ﹤0.01%
193
16 17
18
19 20