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
676
$6K ﹤0.01%
+223
677
$6K ﹤0.01%
+451
678
$6K ﹤0.01%
+108
679
$6K ﹤0.01%
+478
680
$6K ﹤0.01%
+99
681
$6K ﹤0.01%
+116
682
$6K ﹤0.01%
+600
683
$5K ﹤0.01%
+500
684
$5K ﹤0.01%
+89
685
$5K ﹤0.01%
+267
686
$5K ﹤0.01%
+359
687
$5K ﹤0.01%
+125
688
$5K ﹤0.01%
+96
689
$5K ﹤0.01%
+327
690
$5K ﹤0.01%
+340
691
$5K ﹤0.01%
+120
692
$5K ﹤0.01%
+293
693
$5K ﹤0.01%
+24
694
$5K ﹤0.01%
+164
695
$5K ﹤0.01%
+100
696
$5K ﹤0.01%
+200
697
$5K ﹤0.01%
+118
698
$5K ﹤0.01%
+190
699
$5K ﹤0.01%
+200
700
$5K ﹤0.01%
+684
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