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
701
$5K ﹤0.01%
+355
702
$5K ﹤0.01%
+100
703
$5K ﹤0.01%
+112
704
$5K ﹤0.01%
+46
705
$5K ﹤0.01%
+200
706
$5K ﹤0.01%
+1,014
707
$5K ﹤0.01%
+81
708
$5K ﹤0.01%
+179
709
$5K ﹤0.01%
+121
710
$5K ﹤0.01%
+254
711
$4K ﹤0.01%
+13
712
$4K ﹤0.01%
+60
713
$4K ﹤0.01%
+40
714
$4K ﹤0.01%
+99
715
$4K ﹤0.01%
+87
716
$4K ﹤0.01%
+92
717
$4K ﹤0.01%
+200
718
$4K ﹤0.01%
+47
719
$4K ﹤0.01%
+100
720
$4K ﹤0.01%
+179
721
$4K ﹤0.01%
+164
722
$4K ﹤0.01%
+86
723
$4K ﹤0.01%
+26
724
$4K ﹤0.01%
+243
725
$4K ﹤0.01%
+95
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