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
$175M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$1.72M
2 +$1.17M
3 +$1.14M
4
AAPL icon
Apple
AAPL
+$840K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$384K

Sector Composition

1 Technology 10.87%
2 Consumer Discretionary 4.97%
3 Financials 2.85%
4 Communication Services 2.81%
5 Healthcare 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,478