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
776
$3K ﹤0.01%
+167
777
$3K ﹤0.01%
+170
778
$3K ﹤0.01%
+39
779
$3K ﹤0.01%
+21
780
$3K ﹤0.01%
+30
781
$3K ﹤0.01%
+49
782
$3K ﹤0.01%
+326
783
$3K ﹤0.01%
+25
784
$3K ﹤0.01%
+80
785
$2K ﹤0.01%
+14
786
$2K ﹤0.01%
+350
787
$2K ﹤0.01%
+20
788
$2K ﹤0.01%
+138
789
$2K ﹤0.01%
+18
790
$2K ﹤0.01%
+46
791
$2K ﹤0.01%
+23
792
$2K ﹤0.01%
+86
793
$2K ﹤0.01%
+55
794
$2K ﹤0.01%
+83
795
$2K ﹤0.01%
+12
796
$2K ﹤0.01%
+19
797
$2K ﹤0.01%
+30
798
$2K ﹤0.01%
+10
799
$2K ﹤0.01%
+4
800
$2K ﹤0.01%
+21
30 31
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