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
726
$1K ﹤0.01%
+13
727
$1K ﹤0.01%
33
728
$1K ﹤0.01%
93
729
$1K ﹤0.01%
13
730
$1K ﹤0.01%
15
731
$1K ﹤0.01%
6
+2
732
$1K ﹤0.01%
10
733
$1K ﹤0.01%
17
734
$1K ﹤0.01%
14
735
$1K ﹤0.01%
129
736
$1K ﹤0.01%
15
737
$1K ﹤0.01%
20
738
$1K ﹤0.01%
24
739
$1K ﹤0.01%
13
740
$1K ﹤0.01%
8
741
$1K ﹤0.01%
+11
742
$1K ﹤0.01%
49
-498
743
$1K ﹤0.01%
141
744
$1K ﹤0.01%
21
-52
745
$1K ﹤0.01%
29
746
$1K ﹤0.01%
40
-288
747
$1K ﹤0.01%
26
-75
748
$1K ﹤0.01%
20
749
$1K ﹤0.01%
+16
750
$1K ﹤0.01%
1
28 29
30
31 32