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
$317M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.28M
3
+$4.94M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$4.39M
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$3.97M

Top Sells

1
+$5.56M
2
+$5.11M
3
+$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.8M
5
TGNA icon
TEGNA Inc
TGNA
+$1.53M

Sector Composition

1 Real Estate 3.51%
2 Communication Services 3.17%
3 Industrials 3.03%
4 Consumer Staples 2.92%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.61%
60,427
+5,614
27
$1.88M 0.59%
39,940
-11,885
28
$1.78M 0.56%
66,611
+39,355
29
$1.72M 0.54%
14,990
+2,294
30
$1.67M 0.52%
47,876
+3,592
31
$1.66M 0.52%
23,865
+3,590
32
$1.65M 0.52%
44,900
+1,600
33
$1.64M 0.52%
+20,015
34
$1.63M 0.51%
12,748
+874
35
$1.61M 0.51%
92,696
+12,148
36
$1.6M 0.5%
58,324
+10,803
37
$1.58M 0.5%
95,568
+28,918
38
$1.57M 0.49%
34,812
+5,988
39
$1.56M 0.49%
36,340
+11,668
40
$1.56M 0.49%
53,793
+8,032
41
$1.56M 0.49%
34,263
+5,514
42
$1.55M 0.49%
24,348
+23,113
43
$1.55M 0.49%
46,702
+8,484
44
$1.54M 0.49%
31,459
+5,392
45
$1.53M 0.48%
+64,889
46
$1.52M 0.48%
59,699
+11,151
47
$1.52M 0.48%
+41,034
48
$1.52M 0.48%
66,173
+13,162
49
$1.51M 0.48%
33,850
+5,804
50
$1.51M 0.47%
37,673
+6,601
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