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
26
$8.06M 0.62%
150,323
+12,511
27
$7.21M 0.55%
374,230
+34,364
28
$7.18M 0.55%
85,342
+6,523
29
$6.87M 0.53%
154,744
+17,047
30
$6.85M 0.52%
41,725
+3,178
31
$6.79M 0.52%
46,245
+5,104
32
$6.77M 0.52%
42,312
+5,084
33
$6.67M 0.51%
62,121
+4,104
34
$6.65M 0.51%
196,755
+20,727
35
$6.62M 0.51%
90,442
+90,032
36
$6.61M 0.51%
+225,186
37
$6.61M 0.51%
112,148
+2,060
38
$6.59M 0.5%
504,164
+51,681
39
$6.59M 0.5%
52,918
+6,454
40
$6.56M 0.5%
202,188
+28,617
41
$6.53M 0.5%
+114,329
42
$6.5M 0.5%
83,182
+74,440
43
$6.43M 0.49%
98,683
+13,985
44
$6.41M 0.49%
96,661
+3,953
45
$6.39M 0.49%
49,287
+5,351
46
$6.34M 0.49%
110,654
+32,728
47
$6.32M 0.48%
175,322
+173,569
48
$6.32M 0.48%
149,006
-118,801
49
$6.29M 0.48%
136,556
+28,000
50
$6.28M 0.48%
66,438
+10,181
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