GCA

Gradient Capital Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.96M
2 +$704K
3 +$572K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$488K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$328K

Sector Composition

1 Technology 11.24%
2 Consumer Discretionary 5.45%
3 Financials 2.97%
4 Communication Services 2.15%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,760
127
-3,362