GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.18%
This Quarter Est. Return
1 Year Est. Return
+17.18%
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
+$8.8M
4
PM icon
Philip Morris
PM
+$8.75M
5
DAL icon
Delta Air Lines
DAL
+$8.68M

Top Sells

1
+$9.77M
2
+$9.27M
3
+$8.23M
4
EXR icon
Extra Space Storage
EXR
+$7.97M
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$7.79M

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%
+154
777
$3K ﹤0.01%
+39
778
$3K ﹤0.01%
+21
779
$3K ﹤0.01%
+30
780
$3K ﹤0.01%
+49
781
$3K ﹤0.01%
+326
782
$3K ﹤0.01%
+25
783
$3K ﹤0.01%
+80
784
$3K ﹤0.01%
+29
785
$2K ﹤0.01%
+12
786
$2K ﹤0.01%
+100
787
$2K ﹤0.01%
+180
788
$2K ﹤0.01%
+45
789
$2K ﹤0.01%
+14
790
$2K ﹤0.01%
+350
791
$2K ﹤0.01%
+55
792
$2K ﹤0.01%
+16
793
$2K ﹤0.01%
+7
794
$2K ﹤0.01%
+15
795
$2K ﹤0.01%
+42
796
$2K ﹤0.01%
+100
797
$2K ﹤0.01%
+20
798
$2K ﹤0.01%
+64
799
$2K ﹤0.01%
+121
800
$2K ﹤0.01%
+11
30 31
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