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
526
$2K ﹤0.01%
+16
527
$2K ﹤0.01%
+1,500
528
$2K ﹤0.01%
+28
529
$2K ﹤0.01%
31
530
$2K ﹤0.01%
+150
531
$2K ﹤0.01%
60
+6
532
$2K ﹤0.01%
34
+30
533
$2K ﹤0.01%
+34
534
$2K ﹤0.01%
+80
535
$2K ﹤0.01%
2,000
536
$2K ﹤0.01%
+100
537
$1K ﹤0.01%
+23
538
$1K ﹤0.01%
+71
539
$1K ﹤0.01%
52
540
$1K ﹤0.01%
+14
541
$1K ﹤0.01%
+27
542
$1K ﹤0.01%
42
543
$1K ﹤0.01%
+42
544
$1K ﹤0.01%
+20
545
$1K ﹤0.01%
65
546
$1K ﹤0.01%
+31
547
$1K ﹤0.01%
26
548
$1K ﹤0.01%
+13
549
$1K ﹤0.01%
+150
550
$1K ﹤0.01%
+35
20 21
22
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