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
676
$2K ﹤0.01%
92
-6
677
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20
678
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55
679
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250
680
$2K ﹤0.01%
+111
681
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83
682
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135
+17
683
$2K ﹤0.01%
95
684
$2K ﹤0.01%
109
685
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+72
686
$2K ﹤0.01%
34
-258
687
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44
688
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+46
689
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690
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200
691
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18
692
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693
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+46
694
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42
-40
695
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+200
696
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100
697
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100
698
$1K ﹤0.01%
7
699
$1K ﹤0.01%
15
700
$1K ﹤0.01%
100
26 27
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29 30