GA

Gordian Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
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 +$585K
2 +$204K
3 +$201K
4
TSM icon
TSMC
TSM
+$196K
5
AAPL icon
Apple
AAPL
+$27.3K

Top Sells

1 +$72.1K
2 +$68.7K
3 +$57.4K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$54.3K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$22K

Sector Composition

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