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
501
$10K ﹤0.01%
105
502
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+360
503
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300
504
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505
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296
506
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210
507
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177
508
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364
+230
509
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119
-97
510
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511
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512
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513
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+133
514
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360
+228
515
$10K ﹤0.01%
+150
516
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347
517
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+189
518
$10K ﹤0.01%
535
519
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338
-217,277
520
$10K ﹤0.01%
133
521
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478
522
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488
523
$10K ﹤0.01%
82
524
$9K ﹤0.01%
240
525
$9K ﹤0.01%
337
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