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
976
$1K ﹤0.01%
+4
977
$1K ﹤0.01%
+19
978
$1K ﹤0.01%
+21
979
$1K ﹤0.01%
+29
980
$1K ﹤0.01%
+24
981
$1K ﹤0.01%
+13
982
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+14
983
$1K ﹤0.01%
+16
984
$1K ﹤0.01%
+4
985
$1K ﹤0.01%
+175
986
$1K ﹤0.01%
+5
987
$1K ﹤0.01%
+5
988
$1K ﹤0.01%
+36
989
$1K ﹤0.01%
+636
990
$1K ﹤0.01%
+17
991
$1K ﹤0.01%
+23
992
$1K ﹤0.01%
+57
993
$1K ﹤0.01%
+4
994
$1K ﹤0.01%
+17
995
$1K ﹤0.01%
+15
996
$1K ﹤0.01%
+51
997
$1K ﹤0.01%
+3
998
$1K ﹤0.01%
+15
999
$1K ﹤0.01%
+18
1000
$0 ﹤0.01%
+11
38 39
40
41 42