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

Top Buys

1
+$3.89M
2
+$3.82M
3
+$3.39M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.79M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.17M

Top Sells

1
+$1.98M
2
+$1.91M
3
+$1.81M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.7M
5
HI
Hillenbrand
HI
+$1.64M

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
526
$2K ﹤0.01%
31
527
$2K ﹤0.01%
+150
528
$2K ﹤0.01%
60
+6
529
$2K ﹤0.01%
34
+30
530
$2K ﹤0.01%
+34
531
$2K ﹤0.01%
+80
532
$2K ﹤0.01%
2,000
533
$2K ﹤0.01%
+100
534
$2K ﹤0.01%
52
-178
535
$2K ﹤0.01%
+32
536
$2K ﹤0.01%
+59
537
$1K ﹤0.01%
109
-67
538
$1K ﹤0.01%
+17
539
$1K ﹤0.01%
+150
540
$1K ﹤0.01%
+23
541
$1K ﹤0.01%
+71
542
$1K ﹤0.01%
52
543
$1K ﹤0.01%
+14
544
$1K ﹤0.01%
+27
545
$1K ﹤0.01%
42
546
$1K ﹤0.01%
+42
547
$1K ﹤0.01%
+20
548
$1K ﹤0.01%
65
549
$1K ﹤0.01%
+31
550
$1K ﹤0.01%
26
20 21
22
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