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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$17M
3
+$16.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$14.7M
5
CF icon
CF Industries
CF
+$7.34M

Top Sells

1
+$207M
2
+$13.6M
3
+$13.5M
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$7.02M
5
PNC icon
PNC Financial Services
PNC
+$6.71M

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
476
$13K ﹤0.01%
276
477
$13K ﹤0.01%
435
+261
478
$13K ﹤0.01%
140
479
$13K ﹤0.01%
1,000
480
$12K ﹤0.01%
117
481
$12K ﹤0.01%
504
482
$12K ﹤0.01%
92
483
$12K ﹤0.01%
325
484
$12K ﹤0.01%
200
485
$12K ﹤0.01%
450
486
$12K ﹤0.01%
260
487
$12K ﹤0.01%
100
-72
488
$12K ﹤0.01%
+660
489
$11K ﹤0.01%
+200
490
$11K ﹤0.01%
100
491
$11K ﹤0.01%
348
492
$11K ﹤0.01%
369
-510
493
$11K ﹤0.01%
267
494
$11K ﹤0.01%
219
495
$11K ﹤0.01%
200
496
$11K ﹤0.01%
+118
497
$11K ﹤0.01%
146
498
$11K ﹤0.01%
200
499
$11K ﹤0.01%
228
+144
500
$10K ﹤0.01%
347
18 19
20
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