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
751
$3K ﹤0.01%
+108
752
$3K ﹤0.01%
+135
753
$3K ﹤0.01%
+58
754
$3K ﹤0.01%
+15
755
$3K ﹤0.01%
+95
756
$3K ﹤0.01%
+7
757
$3K ﹤0.01%
+116
758
$3K ﹤0.01%
+29
759
$3K ﹤0.01%
+73
760
$3K ﹤0.01%
+42
761
$3K ﹤0.01%
+395
762
$3K ﹤0.01%
+5
763
$3K ﹤0.01%
+221
764
$3K ﹤0.01%
+76
765
$3K ﹤0.01%
+34
766
$3K ﹤0.01%
+85
767
$3K ﹤0.01%
+31
768
$3K ﹤0.01%
+20
769
$3K ﹤0.01%
+88
770
$3K ﹤0.01%
+176
771
$3K ﹤0.01%
+74
772
$3K ﹤0.01%
+20
773
$3K ﹤0.01%
+55
774
$3K ﹤0.01%
+150
775
$3K ﹤0.01%
+154
29 30
31
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