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
$376M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.83M
3
+$3.4M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.28M

Top Sells

1
+$1.97M
2
+$1.92M
3
+$1.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M
5
UNS
UNS ENERGY CORP COM
UNS
+$1.77M

Sector Composition

1 Communication Services 3.43%
2 Industrials 3.41%
3 Consumer Discretionary 3.26%
4 Consumer Staples 3.19%
5 Real Estate 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+79
477
$3K ﹤0.01%
149
+129
478
$3K ﹤0.01%
22
479
$3K ﹤0.01%
+87
480
$3K ﹤0.01%
60
+58
481
$3K ﹤0.01%
+63
482
$3K ﹤0.01%
+62
483
$3K ﹤0.01%
67
-114
484
$3K ﹤0.01%
100
-750
485
$3K ﹤0.01%
+224
486
$3K ﹤0.01%
+60
487
$3K ﹤0.01%
+310
488
$3K ﹤0.01%
+75
489
$3K ﹤0.01%
+124
490
$3K ﹤0.01%
38
491
$3K ﹤0.01%
+400
492
$3K ﹤0.01%
290
+269
493
$3K ﹤0.01%
+51
494
$2K ﹤0.01%
+28
495
$2K ﹤0.01%
+31
496
$2K ﹤0.01%
+73
497
$2K ﹤0.01%
+60
498
$2K ﹤0.01%
+31
499
$2K ﹤0.01%
27
-11
500
$2K ﹤0.01%
94
-455
18 19
20
21 22