GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
551
$13K ﹤0.01%
+250
552
$13K ﹤0.01%
+82
553
$13K ﹤0.01%
+207
554
$12K ﹤0.01%
+156
555
$12K ﹤0.01%
+130
556
$12K ﹤0.01%
+660
557
$12K ﹤0.01%
+73
558
$12K ﹤0.01%
+264
559
$12K ﹤0.01%
+367
560
$12K ﹤0.01%
+606
561
$12K ﹤0.01%
+240
562
$12K ﹤0.01%
+179
563
$12K ﹤0.01%
+425
564
$12K ﹤0.01%
+160
565
$12K ﹤0.01%
+367
566
$12K ﹤0.01%
+103
567
$12K ﹤0.01%
+140
568
$12K ﹤0.01%
+70
569
$12K ﹤0.01%
+96
570
$12K ﹤0.01%
+53
571
$12K ﹤0.01%
+139
572
$12K ﹤0.01%
+161
573
$12K ﹤0.01%
+133
574
$11K ﹤0.01%
+94
575
$11K ﹤0.01%
+1,650
21 22
23
24 25