GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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 3.42%
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
501
$2K ﹤0.01%
+102
502
$2K ﹤0.01%
34
503
$2K ﹤0.01%
+198
504
$2K ﹤0.01%
13
505
$2K ﹤0.01%
+51
506
$2K ﹤0.01%
+400
507
$2K ﹤0.01%
+20
508
$2K ﹤0.01%
+73
509
$2K ﹤0.01%
+60
510
$2K ﹤0.01%
+88
511
$2K ﹤0.01%
+30
512
$2K ﹤0.01%
32
-174
513
$2K ﹤0.01%
+77
514
$2K ﹤0.01%
+103
515
$2K ﹤0.01%
44
516
$2K ﹤0.01%
48
517
$2K ﹤0.01%
+32
518
$2K ﹤0.01%
+26
519
$2K ﹤0.01%
+17
520
$2K ﹤0.01%
+1,500
521
$2K ﹤0.01%
+28
522
$2K ﹤0.01%
31
523
$2K ﹤0.01%
+150
524
$2K ﹤0.01%
60
+6
525
$2K ﹤0.01%
+80
19 20
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