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
$1.31B
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
576
$7K ﹤0.01%
+127
577
$6K ﹤0.01%
122
578
$6K ﹤0.01%
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579
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580
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100
-200
581
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60
582
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583
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584
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147
585
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+125
586
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587
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588
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178
-240
589
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326
-19
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451
-22,445
591
$6K ﹤0.01%
326
592
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69
593
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104
-7
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+190
596
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152
597
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314
598
$6K ﹤0.01%
100
599
$6K ﹤0.01%
+144
600
$6K ﹤0.01%
143
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