GA
Gordian Advisors Portfolio holdings
AUM
$151M
1-Year Est. Return
16.69%
This Fund
S&P 500
1 Year Est. Return
+16.69%
AUM
$151M
AUM Growth
+$2.11M
(+1.4%)
Holding
53
Top Buys
| 1 | +$1.33M | |
| 2 | +$244K | |
| 3 | +$233K | |
| 4 |
Merck
MRK
|
+$188K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$185K |
Top Sells
| 1 | +$1.16M | |
| 2 | +$565K | |
| 3 | +$479K | |
| 4 |
Oracle
ORCL
|
+$225K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$145K |
Sector Composition
| 1 | Technology | 6.4% |
| 2 | Healthcare | 1.29% |
| 3 | Financials | 1.17% |
| 4 | Consumer Discretionary | 1.11% |
| 5 | Consumer Staples | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 1000 Value ETF
IWD
$68.4B
| $210K | 0.14% |
1,001
-292
|
|
||
|
52
Alphabet (Google) Class A
GOOGL
$3.61T
| $203K | 0.13% |
+649
|
|
||
|
53
Oracle
ORCL
$440B
| – | – |
-800
|
|