GA

Gordian Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1 +$590K
2 +$225K
3 +$223K
4
XOM icon
Exxon Mobil
XOM
+$204K
5
AAPL icon
Apple
AAPL
+$30.8K

Top Sells

1 +$74.1K
2 +$70.6K
3 +$59.5K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$56.4K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$22.9K

Sector Composition

1 Technology 6.76%
2 Financials 1.15%
3 Consumer Discretionary 1.12%
4 Consumer Staples 0.93%
5 Healthcare 0.91%