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
$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
+$8.83M
4
DAL icon
Delta Air Lines
DAL
+$8.1M
5
MS icon
Morgan Stanley
MS
+$8.02M

Top Sells

1
+$8.74M
2
+$7.88M
3
+$7.86M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.82M
5
EXR icon
Extra Space Storage
EXR
+$7.59M

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%
+2,283
527
$14K ﹤0.01%
+297
528
$14K ﹤0.01%
+221
529
$14K ﹤0.01%
+299
530
$14K ﹤0.01%
+170
531
$14K ﹤0.01%
+556
532
$14K ﹤0.01%
+569
533
$14K ﹤0.01%
+450
534
$14K ﹤0.01%
+300
535
$14K ﹤0.01%
+663
536
$14K ﹤0.01%
+123
537
$14K ﹤0.01%
+420
538
$14K ﹤0.01%
+1,000
539
$14K ﹤0.01%
+834
540
$14K ﹤0.01%
+268
541
$14K ﹤0.01%
+915
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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