GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
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
976
$1K ﹤0.01%
+16
977
$1K ﹤0.01%
+29
978
$1K ﹤0.01%
+6
979
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+6
980
$1K ﹤0.01%
+15
981
$1K ﹤0.01%
+28
982
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+71
983
$1K ﹤0.01%
+10
984
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+9
985
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+17
986
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+20
987
$1K ﹤0.01%
+14
988
$1K ﹤0.01%
+400
989
$1K ﹤0.01%
+15
990
$1K ﹤0.01%
+17
991
$1K ﹤0.01%
+20
992
$1K ﹤0.01%
+10
993
$1K ﹤0.01%
+17
994
$1K ﹤0.01%
+24
995
$1K ﹤0.01%
+5
996
$1K ﹤0.01%
+13
997
$1K ﹤0.01%
+6
998
$1K ﹤0.01%
+3
999
$1K ﹤0.01%
+4
1000
$0 ﹤0.01%
+6
38 39
40
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