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
751
$1K ﹤0.01%
36
752
$1K ﹤0.01%
36
-85
753
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62
754
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60
755
$1K ﹤0.01%
17
756
$1K ﹤0.01%
144
-25
757
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23
758
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51
-4
759
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47
760
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15
761
$1K ﹤0.01%
15
762
$0 ﹤0.01%
+11
763
– –
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764
$0 ﹤0.01%
5
765
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+5
766
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18
+13
767
$0 ﹤0.01%
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768
– –
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769
$0 ﹤0.01%
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770
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771
$0 ﹤0.01%
6
772
$0 ﹤0.01%
1
773
$0 ﹤0.01%
20
774
– –
-1
775
– –
-138
29 30
31
32 33