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
$125M
AUM Growth
+$9.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$464K
3
+$252K
4
AVGO icon
Broadcom
AVGO
+$204K
5
INTU icon
Intuit
INTU
+$204K

Top Sells

1
+$1.06M
2
+$757K
3
+$442K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$365K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$337K

Sector Composition

1 Technology 5.8%
2 Financials 2.44%
3 Real Estate 2.42%
4 Communication Services 2.02%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.21%
4,560
+180
77
$267K 0.21%
3,287
78
$264K 0.21%
10,155
-554
79
$254K 0.2%
1,659
-701
80
$234K 0.19%
3,154
+1
81
$231K 0.18%
4,716
82
$221K 0.18%
8,384
83
$216K 0.17%
3,315
-773
84
$215K 0.17%
3,771
-711
85
$208K 0.17%
1,877
+12
86
$204K 0.16%
+779
87
$204K 0.16%
+6,780
88
– –
-4,750
1 2 3
4