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
$1.73B
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
801
$2K ﹤0.01%
+350
802
$2K ﹤0.01%
+20
803
$2K ﹤0.01%
+138
804
$2K ﹤0.01%
+55
805
$2K ﹤0.01%
+83
806
$2K ﹤0.01%
+12
807
$2K ﹤0.01%
+19
808
$2K ﹤0.01%
+30
809
$2K ﹤0.01%
+18
810
$2K ﹤0.01%
+46
811
$2K ﹤0.01%
+23
812
$2K ﹤0.01%
+26
813
$2K ﹤0.01%
+48
814
$2K ﹤0.01%
+86
815
$2K ﹤0.01%
+19
816
$2K ﹤0.01%
+84
817
$2K ﹤0.01%
+30
818
$2K ﹤0.01%
+18
819
$2K ﹤0.01%
+44
820
$2K ﹤0.01%
+18
821
$2K ﹤0.01%
+42
822
$2K ﹤0.01%
+110
823
$2K ﹤0.01%
+15
824
$2K ﹤0.01%
+50
825
$2K ﹤0.01%
+25
31 32
33
34 35