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
$1.73B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$14M
3
+$8.8M
4
PM icon
Philip Morris
PM
+$8.75M
5
DAL icon
Delta Air Lines
DAL
+$8.68M

Top Sells

1
+$9.77M
2
+$9.27M
3
+$8.23M
4
EXR icon
Extra Space Storage
EXR
+$7.97M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.79M

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
451
$23K ﹤0.01%
+342
452
$23K ﹤0.01%
+2,500
453
$23K ﹤0.01%
+1,000
454
$23K ﹤0.01%
+200
455
$23K ﹤0.01%
+707
456
$22K ﹤0.01%
+462
457
$22K ﹤0.01%
+450
458
$22K ﹤0.01%
+1,498
459
$22K ﹤0.01%
+1,886
460
$22K ﹤0.01%
+326
461
$21K ﹤0.01%
+670
462
$21K ﹤0.01%
237
-89,960
463
$21K ﹤0.01%
+308
464
$21K ﹤0.01%
+135
465
$21K ﹤0.01%
+818
466
$21K ﹤0.01%
+400
467
$20K ﹤0.01%
+174
468
$20K ﹤0.01%
+334
469
$20K ﹤0.01%
+941
470
$20K ﹤0.01%
+405
471
$20K ﹤0.01%
+410
472
$20K ﹤0.01%
+180
473
$20K ﹤0.01%
+425
474
$20K ﹤0.01%
+451
475
$20K ﹤0.01%
+566
17 18
19
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