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
51
$6.27M 0.48%
88,824
+9,290
52
$6.27M 0.48%
167,654
+19,557
53
$6.25M 0.48%
84,264
+84,058
54
$6.25M 0.48%
69,541
+9,966
55
$6.21M 0.48%
129,246
+6,975
56
$6.21M 0.48%
188,365
+24,972
57
$6.19M 0.47%
127,057
+15,496
58
$6.15M 0.47%
78,395
+78,047
59
$6.15M 0.47%
103,350
+10,093
60
$6.11M 0.47%
69,564
-7,429
61
$6.11M 0.47%
56,915
+6,930
62
$6.08M 0.47%
95,921
+13,369
63
$6.05M 0.46%
+461,661
64
$6.01M 0.46%
74,576
+73,891
65
$6M 0.46%
142,429
+24,117
66
$6M 0.46%
103,948
+103,906
67
$5.99M 0.46%
75,658
+75,521
68
$5.98M 0.46%
152,260
+18,745
69
$5.97M 0.46%
150,055
+149,445
70
$5.96M 0.46%
80,155
+14,038
71
$5.9M 0.45%
+192,703
72
$5.88M 0.45%
15,344
+1,539
73
$5.79M 0.44%
197,137
+16,984
74
$5.53M 0.42%
110,896
+12,628
75
$5.48M 0.42%
31,876
+5,560
1 2
3
4 5