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
526
$9K ﹤0.01%
250
527
$9K ﹤0.01%
118
+74
528
$9K ﹤0.01%
+515
529
$9K ﹤0.01%
68
+62
530
$9K ﹤0.01%
390
531
$9K ﹤0.01%
3,240
+2,280
532
$9K ﹤0.01%
+81
533
$9K ﹤0.01%
+77
534
$9K ﹤0.01%
180
-200
535
$9K ﹤0.01%
136
+55
536
$9K ﹤0.01%
117
537
$8K ﹤0.01%
570
-365
538
$8K ﹤0.01%
+258
539
$8K ﹤0.01%
+162
540
$8K ﹤0.01%
+200
541
$8K ﹤0.01%
+268
542
$8K ﹤0.01%
+78
543
$8K ﹤0.01%
208
544
$8K ﹤0.01%
224
+200
545
$8K ﹤0.01%
+500
546
$8K ﹤0.01%
420
547
$8K ﹤0.01%
+1,014
548
$8K ﹤0.01%
+50
549
$8K ﹤0.01%
83
-3,969
550
$8K ﹤0.01%
+128
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