GI

Gradient Investments Portfolio holdings

AUM $6.45B
1-Year Est. Return 17.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.94%
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
876
$1K ﹤0.01%
+19
877
$1K ﹤0.01%
+14
878
$1K ﹤0.01%
+32
879
– –
0
880
$1K ﹤0.01%
+14
881
$1K ﹤0.01%
+12
882
$1K ﹤0.01%
+49
883
$1K ﹤0.01%
+3
884
$1K ﹤0.01%
+18
885
$1K ﹤0.01%
+28
886
$1K ﹤0.01%
+1
887
$1K ﹤0.01%
+5
888
$1K ﹤0.01%
+200
889
$1K ﹤0.01%
+7
890
$1K ﹤0.01%
+19
891
$1K ﹤0.01%
+67
892
$1K ﹤0.01%
+18
893
$1K ﹤0.01%
+27
894
$1K ﹤0.01%
+26
895
$1K ﹤0.01%
+21
896
$1K ﹤0.01%
+11
897
$1K ﹤0.01%
+9
898
$1K ﹤0.01%
+981
899
$1K ﹤0.01%
+120
900
$1K ﹤0.01%
+10
34 35
36
37 38