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
876
$1K ﹤0.01%
+20
877
$1K ﹤0.01%
+88
878
$1K ﹤0.01%
+32
879
$1K ﹤0.01%
+33
880
$1K ﹤0.01%
+6
881
$1K ﹤0.01%
+6
882
$1K ﹤0.01%
+15
883
$1K ﹤0.01%
+5
884
$1K ﹤0.01%
+300
885
$1K ﹤0.01%
+60
886
$1K ﹤0.01%
+17
887
$1K ﹤0.01%
+17
888
$1K ﹤0.01%
+5
889
$1K ﹤0.01%
+19
890
$1K ﹤0.01%
+14
891
$1K ﹤0.01%
+32
892
– –
0
893
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+3
894
$1K ﹤0.01%
+18
895
$1K ﹤0.01%
+1
896
$1K ﹤0.01%
+5
897
$1K ﹤0.01%
+200
898
$1K ﹤0.01%
+7
899
$1K ﹤0.01%
+19
900
$1K ﹤0.01%
+67
34 35
36
37 38