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
651
$1K ﹤0.01%
121
652
$1K ﹤0.01%
24
653
$1K ﹤0.01%
100
654
$1K ﹤0.01%
40
655
$1K ﹤0.01%
2,000
656
$1K ﹤0.01%
44
657
$1K ﹤0.01%
24
658
$1K ﹤0.01%
17
659
$1K ﹤0.01%
13
660
$1K ﹤0.01%
19
661
$1K ﹤0.01%
100
662
$1K ﹤0.01%
32
663
$1K ﹤0.01%
9
664
$1K ﹤0.01%
200
665
$1K ﹤0.01%
18
666
$1K ﹤0.01%
+18
667
$1K ﹤0.01%
12
-13
668
$1K ﹤0.01%
18
669
$1K ﹤0.01%
13
670
$1K ﹤0.01%
15
671
$1K ﹤0.01%
11
-12
672
$1K ﹤0.01%
4
673
$1K ﹤0.01%
+10
674
$1K ﹤0.01%
17
675
$1K ﹤0.01%
14
-207
25 26
27
28 29