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
$376M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.83M
3
+$3.4M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$2.78M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.28M

Top Sells

1
+$1.97M
2
+$1.92M
3
+$1.91M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.77M
5
UNS
UNS ENERGY CORP COM
UNS
+$1.77M

Sector Composition

1 Communication Services 3.43%
2 Industrials 3.41%
3 Consumer Discretionary 3.26%
4 Consumer Staples 3.19%
5 Real Estate 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$128K 0.03%
10,000
177
$122K 0.03%
3,200
-2,868
178
$117K 0.03%
1,675
+61
179
$111K 0.03%
1,046
+285
180
$110K 0.03%
1,360
+831
181
$107K 0.03%
1,151
182
$104K 0.03%
+762
183
$104K 0.03%
895
+230
184
$103K 0.03%
766
+78
185
$101K 0.03%
4,806
186
$99K 0.03%
2,633
+1,703
187
$96K 0.03%
5,134
+474
188
$93K 0.02%
+3,566
189
$86K 0.02%
651
+526
190
$85K 0.02%
1,865
+686
191
$82K 0.02%
3,985
+3,245
192
$81K 0.02%
606
-14,384
193
$79K 0.02%
+1,107
194
$76K 0.02%
830
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195
$76K 0.02%
3,603
-85
196
$76K 0.02%
904
197
$74K 0.02%
263
198
$74K 0.02%
1,791
+1,339
199
$74K 0.02%
2,832
+72
200
$72K 0.02%
793
-37
6 7
8
9 10