GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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
+$253M
2
+$17M
3
+$16.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$14.7M
5
CF icon
CF Industries
CF
+$7.34M

Top Sells

1
+$207M
2
+$13.6M
3
+$13.5M
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$7.02M
5
PNC icon
PNC Financial Services
PNC
+$6.71M

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
701
$1K ﹤0.01%
24
702
$1K ﹤0.01%
141
703
$1K ﹤0.01%
129
704
$1K ﹤0.01%
15
705
$1K ﹤0.01%
7
706
$1K ﹤0.01%
15
707
$1K ﹤0.01%
100
708
$1K ﹤0.01%
23
709
$1K ﹤0.01%
26
710
$1K ﹤0.01%
10
711
$1K ﹤0.01%
55
712
$1K ﹤0.01%
36
-85
713
$1K ﹤0.01%
50
714
$1K ﹤0.01%
+48
715
$1K ﹤0.01%
11
716
$1K ﹤0.01%
50
717
$1K ﹤0.01%
48
718
$1K ﹤0.01%
55
719
$1K ﹤0.01%
18
720
$1K ﹤0.01%
20
721
$1K ﹤0.01%
+76
722
$1K ﹤0.01%
121
723
$1K ﹤0.01%
100
724
$1K ﹤0.01%
47
725
$1K ﹤0.01%
+43
27 28
29
30 31