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
$376M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.83M
3
+$3.4M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.28M

Top Sells

1
+$1.97M
2
+$1.92M
3
+$1.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M
5
UNS
UNS ENERGY CORP COM
UNS
+$1.77M

Sector Composition

1 Communication Services 3.43%
2 Industrials 3.41%
3 Consumer Discretionary 3.26%
4 Consumer Staples 3.19%
5 Real Estate 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.83M 0.49%
+170,027
52
$1.83M 0.49%
39,937
+39,851
53
$1.82M 0.48%
+38,157
54
$1.81M 0.48%
40,300
+40,200
55
$1.81M 0.48%
37,076
+6,392
56
$1.79M 0.48%
33,303
+33,127
57
$1.79M 0.48%
112,698
+112,444
58
$1.79M 0.48%
44,385
+7,734
59
$1.78M 0.47%
57,626
+10,923
60
$1.78M 0.47%
69,100
+12,612
61
$1.78M 0.47%
55,884
+14,874
62
$1.78M 0.47%
197,718
+47,981
63
$1.77M 0.47%
72,569
+13,744
64
$1.75M 0.46%
35,512
+5,644
65
$1.74M 0.46%
62,205
+13,007
66
$1.74M 0.46%
47,996
+7,912
67
$1.73M 0.46%
+234,750
68
$1.72M 0.46%
17,718
+3,068
69
$1.7M 0.45%
32,894
+6,335
70
$1.69M 0.45%
60,366
+10,708
71
$1.69M 0.45%
40,101
-4,799
72
$1.68M 0.45%
56,461
+8,399
73
$1.68M 0.45%
27,675
+5,298
74
$1.67M 0.44%
183,469
+34,580
75
$1.67M 0.44%
59,700
+17,097
1 2
3
4 5