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
626
$5K ﹤0.01%
89
627
$5K ﹤0.01%
140
628
$4K ﹤0.01%
131
629
$4K ﹤0.01%
70
-175
630
$4K ﹤0.01%
126
631
$4K ﹤0.01%
200
632
$4K ﹤0.01%
89
633
$4K ﹤0.01%
104
634
$4K ﹤0.01%
243
635
$4K ﹤0.01%
64
+50
636
$4K ﹤0.01%
34
637
$4K ﹤0.01%
200
638
$4K ﹤0.01%
+180
639
$4K ﹤0.01%
200
640
$4K ﹤0.01%
34
641
$4K ﹤0.01%
+30
642
$4K ﹤0.01%
+170
643
$4K ﹤0.01%
140
-72
644
$4K ﹤0.01%
363
645
$4K ﹤0.01%
92
-202
646
$4K ﹤0.01%
+49
647
$4K ﹤0.01%
145
-400
648
$4K ﹤0.01%
107
649
$4K ﹤0.01%
+67
650
$3K ﹤0.01%
35
24 25
26
27 28