GI
Gradient Investments Portfolio holdings
AUM
$5.47B
1-Year Return
14.48%
This Quarter Return
+1%
1 Year Return
+14.48%
3 Year Return
+46.2%
5 Year Return
+69.21%
10 Year Return
+105.29%
AUM
$432M
AUM Growth
+$56.1M
(+15%)
Cap. Flow
+$54.7M
Cap. Flow
% of AUM
12.65%
Top 10 Holdings %
Top 10 Hldgs %
39.45%
Holding
721
New
134
Increased
183
Reduced
114
Closed
174
Top Buys
Top Sells
| 1 |
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
|
$9.36M |
| 2 |
ETP
Energy Transfer Partners, L.P.
ETP
|
$2.45M |
| 3 |
Intel
INTC
|
$1.95M |
| 4 |
AYR
Aircastle Limited
AYR
|
$1.92M |
| 5 |
Mid-America Apartment Communities
MAA
|
$1.87M |
Sector Composition
| 1 | Consumer Staples | 4.09% |
| 2 | Industrials | 3.7% |
| 3 | Consumer Discretionary | 2.91% |
| 4 | Communication Services | 2.63% |
| 5 | Technology | 2.55% |