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
76
$203K 0.21%
+3,726
77
$201K 0.21%
+7,540
78
$23K 0.02%
+2,013