GCA

Gradient Capital Advisors Portfolio holdings

AUM $373M
1-Year Est. Return 17.91%
This Quarter Est. Return
1 Year Est. Return
+17.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.63M
3
+$8.37M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.82M
5
AAPL icon
Apple
AAPL
+$3.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.07%
2 Financials 2.52%
3 Communication Services 1.91%
4 Healthcare 1.12%
5 Energy 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$799K 0.82%
+9,627
27
$798K 0.82%
+5,714
28
$793K 0.81%
+73,716
29
$780K 0.8%
+6,312
30
$748K 0.77%
+34,700
31
$727K 0.74%
+13,288
32
$662K 0.68%
+5,799
33
$649K 0.67%
+13,543
34
$628K 0.64%
+8,177
35
$619K 0.63%
+35,516
36
$574K 0.59%
+33,639
37
$547K 0.56%
+19,640
38
$545K 0.56%
+11,724
39
$541K 0.55%
+19,506
40
$504K 0.52%
+5,017
41
$483K 0.49%
+16,345
42
$470K 0.48%
+3,160
43
$465K 0.48%
+6,619
44
$429K 0.44%
+15,578
45
$423K 0.43%
+9,166
46
$411K 0.42%
+3,596
47
$404K 0.41%
+3,044
48
$396K 0.41%
+1,342
49
$376K 0.39%
+3,006
50
$370K 0.38%
+1,865
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