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
426
$27K ﹤0.01%
+1,936
427
$27K ﹤0.01%
+507
428
$27K ﹤0.01%
+267
429
$27K ﹤0.01%
+638
430
$26K ﹤0.01%
+175
431
$26K ﹤0.01%
+432
432
$26K ﹤0.01%
+1,000
433
$26K ﹤0.01%
+2,035
434
$26K ﹤0.01%
+923
435
$25K ﹤0.01%
+619
436
$25K ﹤0.01%
+419
437
$24K ﹤0.01%
+386
438
$24K ﹤0.01%
+240
439
$24K ﹤0.01%
+219
440
$24K ﹤0.01%
+565
441
$24K ﹤0.01%
+75
442
$24K ﹤0.01%
+408
443
$24K ﹤0.01%
+550
444
$24K ﹤0.01%
+397
445
$23K ﹤0.01%
+576
446
$23K ﹤0.01%
+734
447
$23K ﹤0.01%
+1,530
448
$23K ﹤0.01%
+342
449
$23K ﹤0.01%
+2,500
450
$23K ﹤0.01%
+1,000
16 17
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