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
$1.31B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$254M
2
+$17M
3
+$16.1M
4
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$15.3M
5
CF icon
CF Industries
CF
+$6.61M

Top Sells

1
+$210M
2
+$13.6M
3
+$13.5M
4
AAPL icon
Apple
AAPL
+$7.13M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$7M

Sector Composition

1 Healthcare 4.39%
2 Industrials 3.51%
3 Energy 3.51%
4 Consumer Discretionary 3.24%
5 Real Estate 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$351K 0.03%
12,412
-1,130
152
$339K 0.03%
2,749
-253
153
$339K 0.03%
28,010
-1,730
154
$335K 0.03%
7,792
-542
155
$332K 0.03%
12,568
+11,455
156
$330K 0.03%
7,440
+1,780
157
$327K 0.03%
8,426
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158
$326K 0.02%
3,952
-423
159
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2,601
-136
160
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+15,160
161
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162
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1,876
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163
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164
$301K 0.02%
13,108
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165
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166
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21,345
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167
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168
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5,417
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170
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171
$290K 0.02%
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172
$289K 0.02%
2,856
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173
$289K 0.02%
6,384
+6,343
174
$288K 0.02%
+9,174
175
$287K 0.02%
2,366
-197
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7
8 9