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
$1.31B
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
651
$3K ﹤0.01%
314
-662
652
$3K ﹤0.01%
+51
653
$3K ﹤0.01%
+84
654
$3K ﹤0.01%
106
655
$3K ﹤0.01%
89
656
$3K ﹤0.01%
+135
657
$3K ﹤0.01%
+62
658
$3K ﹤0.01%
+46
659
$3K ﹤0.01%
41
-111
660
$3K ﹤0.01%
+157
661
$3K ﹤0.01%
+67
662
$3K ﹤0.01%
30
663
$3K ﹤0.01%
34
664
$3K ﹤0.01%
461
-38,572
665
$3K ﹤0.01%
+81
666
$3K ﹤0.01%
209
667
$3K ﹤0.01%
+100
668
$3K ﹤0.01%
51
669
$3K ﹤0.01%
54
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670
$3K ﹤0.01%
83
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671
$3K ﹤0.01%
154
672
$3K ﹤0.01%
35
-72
673
$3K ﹤0.01%
25
-18
674
$3K ﹤0.01%
39
675
$3K ﹤0.01%
89
25 26
27
28 29