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
$1.73B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$14M
3
+$8.8M
4
PM icon
Philip Morris
PM
+$8.75M
5
DAL icon
Delta Air Lines
DAL
+$8.68M

Top Sells

1
+$9.77M
2
+$9.27M
3
+$8.23M
4
EXR icon
Extra Space Storage
EXR
+$7.97M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.79M

Sector Composition

1 Financials 5.11%
2 Consumer Discretionary 4.38%
3 Consumer Staples 3.9%
4 Healthcare 3.8%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$15K ﹤0.01%
+82
527
$14K ﹤0.01%
+123
528
$14K ﹤0.01%
+170
529
$14K ﹤0.01%
+556
530
$14K ﹤0.01%
+569
531
$14K ﹤0.01%
+450
532
$14K ﹤0.01%
+300
533
$14K ﹤0.01%
+420
534
$14K ﹤0.01%
+1,000
535
$14K ﹤0.01%
+297
536
$14K ﹤0.01%
+221
537
$14K ﹤0.01%
+299
538
$14K ﹤0.01%
+834
539
$14K ﹤0.01%
+268
540
$14K ﹤0.01%
+915
541
$14K ﹤0.01%
+663
542
$14K ﹤0.01%
+880
543
$14K ﹤0.01%
+863
544
$13K ﹤0.01%
+218
545
$13K ﹤0.01%
+233
546
$13K ﹤0.01%
+338
547
$13K ﹤0.01%
+296
548
$13K ﹤0.01%
+250
549
$13K ﹤0.01%
+82
550
$13K ﹤0.01%
+207
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