GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
This Quarter Return
+6.19%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(+7.3%)
Cap. Flow
+$2.48M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
47.42%
Holding
93
New
6
Increased
33
Reduced
38
Closed
1
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.29M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$704K |
| 3 |
lululemon athletica
LULU
|
$553K |
| 4 |
Apple
AAPL
|
$423K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$284K |
Top Sells
| 1 |
Home Depot
HD
|
$642K |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$333K |
| 3 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$298K |
| 4 |
Schwab International Equity ETF
SCHF
|
$292K |
| 5 |
Boeing
BA
|
$260K |
Sector Composition
| 1 | Technology | 7.52% |
| 2 | Financials | 3.18% |
| 3 | Communication Services | 2.51% |
| 4 | Real Estate | 1.6% |
| 5 | Consumer Discretionary | 1.28% |
