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
951
$1K ﹤0.01%
+150
952
$1K ﹤0.01%
+31
953
$1K ﹤0.01%
+90
954
$1K ﹤0.01%
+60
955
$1K ﹤0.01%
+8
956
$1K ﹤0.01%
+71
957
$1K ﹤0.01%
+34
958
$1K ﹤0.01%
+22
959
$1K ﹤0.01%
+6
960
$1K ﹤0.01%
+5
961
$1K ﹤0.01%
+26
962
$1K ﹤0.01%
+15
963
$1K ﹤0.01%
+36
964
$1K ﹤0.01%
+12
965
$1K ﹤0.01%
+15
966
$1K ﹤0.01%
+7
967
$1K ﹤0.01%
+16
968
$1K ﹤0.01%
+29
969
$1K ﹤0.01%
+6
970
$1K ﹤0.01%
+6
971
$1K ﹤0.01%
+15
972
$1K ﹤0.01%
+28
973
$1K ﹤0.01%
+71
974
$1K ﹤0.01%
+10
975
$1K ﹤0.01%
+9
37 38
39
40 41