GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
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
+$8.83M
4
DAL icon
Delta Air Lines
DAL
+$8.1M
5
MS icon
Morgan Stanley
MS
+$8.02M

Top Sells

1
+$8.74M
2
+$7.88M
3
+$7.86M
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.82M
5
EXR icon
Extra Space Storage
EXR
+$7.59M

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
651
$7K ﹤0.01%
+38
652
$7K ﹤0.01%
+419
653
$7K ﹤0.01%
+290
654
$7K ﹤0.01%
+347
655
$7K ﹤0.01%
+273
656
$7K ﹤0.01%
+59
657
$7K ﹤0.01%
+617
658
$7K ﹤0.01%
+265
659
$7K ﹤0.01%
+350
660
$7K ﹤0.01%
+104
661
$7K ﹤0.01%
+482
662
$7K ﹤0.01%
+290
663
$7K ﹤0.01%
4
-275
664
$6K ﹤0.01%
+101
665
$6K ﹤0.01%
+79
666
$6K ﹤0.01%
+132
667
$6K ﹤0.01%
+57
668
$6K ﹤0.01%
+143
669
$6K ﹤0.01%
+47
670
$6K ﹤0.01%
+105
671
$6K ﹤0.01%
+58
672
$6K ﹤0.01%
+459
673
$6K ﹤0.01%
+92
674
$6K ﹤0.01%
+325
675
$6K ﹤0.01%
+600
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