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
176
$285K 0.02%
13,482
+143
177
$281K 0.02%
19,824
+19,698
178
$281K 0.02%
4,519
+4,491
179
$280K 0.02%
6,439
-563
180
$278K 0.02%
11,949
-578,432
181
$278K 0.02%
7,224
+6,771
182
$277K 0.02%
+1,832
183
$276K 0.02%
6,229
+6,192
184
$273K 0.02%
50,434
+50,112
185
$272K 0.02%
34,472
+34,260
186
$271K 0.02%
8,674
+8,620
187
$270K 0.02%
8,220
+8,166
188
$270K 0.02%
+15,733
189
$270K 0.02%
10,107
+10,040
190
$269K 0.02%
+1,226
191
$268K 0.02%
5,378
+1,178
192
$267K 0.02%
4,023
+3,997
193
$267K 0.02%
11,802
+11,726
194
$266K 0.02%
6,681
+6,635
195
$265K 0.02%
17,593
+17,482
196
$264K 0.02%
8,341
+8,282
197
$264K 0.02%
20,719
-1,493
198
$263K 0.02%
4,983
+4,841
199
$262K 0.02%
4,742
+4,548
200
$261K 0.02%
5,180
+5,148
6 7
8
9 10