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
826
$2K ﹤0.01%
+84
827
$2K ﹤0.01%
+30
828
$2K ﹤0.01%
+18
829
$2K ﹤0.01%
+44
830
$2K ﹤0.01%
+18
831
$2K ﹤0.01%
+42
832
$2K ﹤0.01%
+50
833
$2K ﹤0.01%
+25
834
$2K ﹤0.01%
+131
835
$2K ﹤0.01%
+110
836
$2K ﹤0.01%
+42
837
$2K ﹤0.01%
+16
838
$2K ﹤0.01%
+257
839
$2K ﹤0.01%
+23
840
$2K ﹤0.01%
+10
841
$2K ﹤0.01%
+18
842
$2K ﹤0.01%
+17
843
$2K ﹤0.01%
+11
844
$2K ﹤0.01%
+70
845
$2K ﹤0.01%
+47
846
$2K ﹤0.01%
+100
847
$2K ﹤0.01%
+110
848
$2K ﹤0.01%
+15
849
$1K ﹤0.01%
+19
850
$1K ﹤0.01%
+29
32 33
34
35 36