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
851
$1K ﹤0.01%
+23
852
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+57
853
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+4
854
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+17
855
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+15
856
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+51
857
$1K ﹤0.01%
+3
858
$1K ﹤0.01%
+15
859
$1K ﹤0.01%
+18
860
$1K ﹤0.01%
+31
861
$1K ﹤0.01%
+12
862
$1K ﹤0.01%
+15
863
$1K ﹤0.01%
+7
864
$1K ﹤0.01%
+16
865
$1K ﹤0.01%
+29
866
$1K ﹤0.01%
+28
867
$1K ﹤0.01%
+71
868
$1K ﹤0.01%
+10
869
$1K ﹤0.01%
+1
870
$1K ﹤0.01%
+26
871
$1K ﹤0.01%
+20
872
$1K ﹤0.01%
+14
873
$1K ﹤0.01%
+12
874
$1K ﹤0.01%
+49
875
$1K ﹤0.01%
+28
33 34
35
36 37