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
876
– –
0
877
$1K ﹤0.01%
+14
878
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+12
879
$1K ﹤0.01%
+49
880
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+3
881
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+18
882
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+28
883
$1K ﹤0.01%
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884
$1K ﹤0.01%
+1
885
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+5
886
$1K ﹤0.01%
+200
887
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+7
888
$1K ﹤0.01%
+19
889
$1K ﹤0.01%
+67
890
$1K ﹤0.01%
+18
891
$1K ﹤0.01%
+27
892
$1K ﹤0.01%
+26
893
$1K ﹤0.01%
+21
894
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+11
895
$1K ﹤0.01%
+9
896
$1K ﹤0.01%
+981
897
$1K ﹤0.01%
+120
898
$1K ﹤0.01%
+10
899
$1K ﹤0.01%
+7
900
$1K ﹤0.01%
+88
34 35
36
37 38