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
$236M
AUM Growth
-$4.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.96M
2 +$696K
3 +$559K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$503K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$331K

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
-2,467
127
-220