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
51
$366K 0.38%
+7,664
52
$362K 0.37%
+17,160
53
$354K 0.36%
+1,869
54
$349K 0.36%
+2,262
55
$338K 0.35%
+5,720
56
$332K 0.34%
+6,550
57
$329K 0.34%
+22,819
58
$308K 0.32%
+2,190
59
$305K 0.31%
+16,755
60
$302K 0.31%
+3,533
61
$298K 0.31%
+4,156
62
$295K 0.3%
+1,933
63
$284K 0.29%
+4,438
64
$279K 0.29%
+3,416
65
$265K 0.27%
+6,975
66
$261K 0.27%
+5,159
67
$252K 0.26%
+4,769
68
$250K 0.26%
+4,740
69
$246K 0.25%
+8,793
70
$242K 0.25%
+2,276
71
$235K 0.24%
+6,861
72
$232K 0.24%
+4,420
73
$221K 0.23%
+8,384
74
$215K 0.22%
+3,573
75
$213K 0.22%
+4,080
1 2
3
4