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
551
$8K ﹤0.01%
264
-482
552
$8K ﹤0.01%
450
553
$8K ﹤0.01%
100
554
$8K ﹤0.01%
397
+142
555
$8K ﹤0.01%
554
556
$7K ﹤0.01%
96
-16
557
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35
558
$7K ﹤0.01%
153
+1
559
$7K ﹤0.01%
103
560
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322
561
$7K ﹤0.01%
540
562
$7K ﹤0.01%
449
-66
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$7K ﹤0.01%
106
564
$7K ﹤0.01%
176
565
$7K ﹤0.01%
72
566
$7K ﹤0.01%
+450
567
$7K ﹤0.01%
399
-425
568
$7K ﹤0.01%
88
+12
569
$7K ﹤0.01%
213
570
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119
571
$7K ﹤0.01%
219
+1
572
$7K ﹤0.01%
487
573
$7K ﹤0.01%
273
574
$7K ﹤0.01%
+100
575
$7K ﹤0.01%
55
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