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
826
$2K ﹤0.01%
+10
827
$2K ﹤0.01%
+4
828
$2K ﹤0.01%
+131
829
$2K ﹤0.01%
+110
830
$2K ﹤0.01%
+42
831
$2K ﹤0.01%
+16
832
$2K ﹤0.01%
+257
833
$2K ﹤0.01%
+23
834
$2K ﹤0.01%
+10
835
$2K ﹤0.01%
+18
836
$2K ﹤0.01%
+17
837
$2K ﹤0.01%
+21
838
$2K ﹤0.01%
+13
839
$2K ﹤0.01%
+55
840
$2K ﹤0.01%
+74
841
$2K ﹤0.01%
+110
842
$2K ﹤0.01%
+105
843
$2K ﹤0.01%
+385
844
$2K ﹤0.01%
+40
845
$2K ﹤0.01%
+11
846
$2K ﹤0.01%
+70
847
$2K ﹤0.01%
+47
848
$2K ﹤0.01%
+100
849
$1K ﹤0.01%
+16
850
$1K ﹤0.01%
+4
32 33
34
35 36