GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
This Quarter Return
+2.78%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+3.8%)
Cap. Flow
+$1.66M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
48.43%
Holding
90
New
3
Increased
35
Reduced
34
Closed
2
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.07M |
| 2 |
Lockheed Martin
LMT
|
$728K |
| 3 |
Walt Disney
DIS
|
$646K |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$432K |
| 5 |
JPMorgan Chase
JPM
|
$333K |
Top Sells
Sector Composition
| 1 | Technology | 6.07% |
| 2 | Financials | 2.81% |
| 3 | Communication Services | 2.57% |
| 4 | Real Estate | 1.88% |
| 5 | Industrials | 1.15% |
