GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
This Quarter Return
+6.43%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+5.1%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
0.84%
Top 10 Holdings %
Top 10 Hldgs %
42.52%
Holding
137
New
8
Increased
57
Reduced
45
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.6% |
| 2 | Financials | 3.28% |
| 3 | Consumer Discretionary | 3.13% |
| 4 | Healthcare | 2.14% |
| 5 | Communication Services | 1.45% |
