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
826
$2K ﹤0.01%
+10
827
$2K ﹤0.01%
+18
828
$2K ﹤0.01%
+17
829
$2K ﹤0.01%
+21
830
$2K ﹤0.01%
+13
831
$2K ﹤0.01%
+55
832
$2K ﹤0.01%
+74
833
$2K ﹤0.01%
+110
834
$2K ﹤0.01%
+105
835
$2K ﹤0.01%
+385
836
$2K ﹤0.01%
+47
837
$2K ﹤0.01%
+100
838
$2K ﹤0.01%
+42
839
$2K ﹤0.01%
+110
840
$2K ﹤0.01%
+15
841
$2K ﹤0.01%
+50
842
$2K ﹤0.01%
+25
843
$2K ﹤0.01%
+10
844
$2K ﹤0.01%
+4
845
$2K ﹤0.01%
+131
846
$2K ﹤0.01%
+40
847
$2K ﹤0.01%
+11
848
$2K ﹤0.01%
+70
849
$1K ﹤0.01%
+636
850
$1K ﹤0.01%
+17
32 33
34
35 36