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
$317M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.28M
3
+$4.94M
4
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$4.39M
5
BSJE
GUGGENGEIM BULLETSHARES 2014 HIGH YIELD CORPORATE BOND ETF
BSJE
+$3.97M

Top Sells

1
+$5.56M
2
+$5.11M
3
+$2.84M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.8M
5
TGNA icon
TEGNA Inc
TGNA
+$1.53M

Sector Composition

1 Real Estate 3.51%
2 Communication Services 3.17%
3 Industrials 3.03%
4 Consumer Staples 2.92%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$56K 0.02%
+1,377
177
$55K 0.02%
1,067
-22,799
178
$52K 0.02%
460
+80
179
$49K 0.02%
1,990
180
$49K 0.02%
1,179
+199
181
$47K 0.01%
387
-123
182
$47K 0.01%
2,100
-2,204
183
$45K 0.01%
675
-1,954
184
$43K 0.01%
1,169
185
$42K 0.01%
529
+319
186
$41K 0.01%
1,070
187
$40K 0.01%
726
-22,866
188
$39K 0.01%
2,300
189
$38K 0.01%
704
190
$38K 0.01%
481
191
$37K 0.01%
420
192
$36K 0.01%
547
+41
193
$36K 0.01%
2,160
+1,644
194
$36K 0.01%
373
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195
$35K 0.01%
+912
196
$34K 0.01%
690
197
$34K 0.01%
1,020
198
$33K 0.01%
793
-1
199
$33K 0.01%
1,985
-750
200
$33K 0.01%
+2,101
6 7
8
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