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
$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
626
$8K ﹤0.01%
+46
627
$8K ﹤0.01%
+106
628
$8K ﹤0.01%
+24
629
$8K ﹤0.01%
+352
630
$8K ﹤0.01%
+137
631
$8K ﹤0.01%
+780
632
$8K ﹤0.01%
+525
633
$8K ﹤0.01%
+213
634
$8K ﹤0.01%
+200
635
$8K ﹤0.01%
+535
636
$8K ﹤0.01%
+855
637
$8K ﹤0.01%
+447
638
$7K ﹤0.01%
+350
639
$7K ﹤0.01%
+104
640
$7K ﹤0.01%
+482
641
$7K ﹤0.01%
+290
642
$7K ﹤0.01%
+100
643
$7K ﹤0.01%
+28
644
$7K ﹤0.01%
+375
645
$7K ﹤0.01%
+352
646
$7K ﹤0.01%
+100
647
$7K ﹤0.01%
+144
648
$7K ﹤0.01%
+59
649
$7K ﹤0.01%
+122
650
$7K ﹤0.01%
+536
24 25
26
27 28