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
201
$260K 0.02%
15,180
+11,546
202
$259K 0.02%
16,241
+15,786
203
$258K 0.02%
8,381
+8,333
204
$257K 0.02%
6,977
+6,769
205
$257K 0.02%
7,989
+7,942
206
$256K 0.02%
69,335
+68,915
207
$255K 0.02%
3,497
+3,475
208
$254K 0.02%
4,193
209
$253K 0.02%
2,772
+2,753
210
$253K 0.02%
17,050
+16,947
211
$250K 0.02%
1
212
$250K 0.02%
2,286
+2,272
213
$247K 0.02%
2,206
+116
214
$247K 0.02%
7,704
+7,500
215
$244K 0.02%
4,158
-220
216
$240K 0.02%
2,212
+1,880
217
$223K 0.02%
1,141
+1,018
218
$220K 0.02%
4,112
219
$214K 0.02%
1,618
+533
220
$202K 0.02%
20,588
-953
221
$197K 0.02%
4,044
+1,792
222
$196K 0.02%
5,147
+4,197
223
$189K 0.01%
2,005
+7
224
$179K 0.01%
2,513
-81,358
225
$175K 0.01%
6,920
+6,381
7 8
9
10 11