GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
This Quarter Return
-9.44%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(-2.4%)
Cap. Flow
+$9M
Cap. Flow
% of AUM
7.79%
Top 10 Holdings %
Top 10 Hldgs %
51.68%
Holding
90
New
4
Increased
48
Reduced
24
Closed
4
Top Buys
| 1 |
W.P. Carey
WPC
|
$3.2M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.59M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.41M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.07M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.05M |
Top Sells
Sector Composition
| 1 | Technology | 4.83% |
| 2 | Real Estate | 2.95% |
| 3 | Financials | 2.45% |
| 4 | Communication Services | 1.78% |
| 5 | Healthcare | 1.04% |
