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
851
$1K ﹤0.01%
+20
852
$1K ﹤0.01%
+175
853
$1K ﹤0.01%
+5
854
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+5
855
$1K ﹤0.01%
+36
856
$1K ﹤0.01%
+636
857
$1K ﹤0.01%
+17
858
$1K ﹤0.01%
+23
859
$1K ﹤0.01%
+57
860
$1K ﹤0.01%
+4
861
$1K ﹤0.01%
+17
862
$1K ﹤0.01%
+300
863
$1K ﹤0.01%
+60
864
$1K ﹤0.01%
+17
865
$1K ﹤0.01%
+15
866
$1K ﹤0.01%
+51
867
$1K ﹤0.01%
+47
868
$1K ﹤0.01%
+3
869
$1K ﹤0.01%
+15
870
$1K ﹤0.01%
+18
871
$1K ﹤0.01%
+17
872
$1K ﹤0.01%
+5
873
$1K ﹤0.01%
+19
874
$1K ﹤0.01%
+14
875
$1K ﹤0.01%
+32
33 34
35
36 37