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
551
$13K ﹤0.01%
+200
552
$13K ﹤0.01%
+74
553
$13K ﹤0.01%
+2,230
554
$12K ﹤0.01%
+179
555
$12K ﹤0.01%
+425
556
$12K ﹤0.01%
+160
557
$12K ﹤0.01%
+367
558
$12K ﹤0.01%
+103
559
$12K ﹤0.01%
+140
560
$12K ﹤0.01%
+70
561
$12K ﹤0.01%
+161
562
$12K ﹤0.01%
+133
563
$12K ﹤0.01%
+130
564
$12K ﹤0.01%
+156
565
$12K ﹤0.01%
+73
566
$12K ﹤0.01%
+264
567
$12K ﹤0.01%
+367
568
$12K ﹤0.01%
+606
569
$12K ﹤0.01%
+240
570
$12K ﹤0.01%
+660
571
$12K ﹤0.01%
+96
572
$12K ﹤0.01%
+53
573
$12K ﹤0.01%
+139
574
$11K ﹤0.01%
+1,650
575
$11K ﹤0.01%
+105
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