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
$924M
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$18.8M
3
+$14.4M
4
RALS
ProShares RAFI Long/Short
RALS
+$12.7M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$4.76M

Top Sells

1
+$18.2M
2
+$13.9M
3
+$4.77M
4
CNP icon
CenterPoint Energy
CNP
+$4.68M
5
CBRL icon
Cracker Barrel
CBRL
+$4.5M

Sector Composition

1 Consumer Discretionary 4.37%
2 Technology 3.88%
3 Healthcare 3.29%
4 Industrials 3.17%
5 Consumer Staples 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
126
577
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30
-14
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92
579
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+58
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581
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582
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25
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583
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44
587
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+30
588
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19
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589
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105
-2,187
590
$3K ﹤0.01%
50
591
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359
595
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596
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40
597
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598
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599
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45
600
$3K ﹤0.01%
115
22 23
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25 26