GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
This Quarter Return
+6.29%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(+6%)
Cap. Flow
+$1.04M
Cap. Flow
% of AUM
0.42%
Top 10 Holdings %
Top 10 Hldgs %
42.68%
Holding
142
New
4
Increased
53
Reduced
47
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$449K |
| 2 |
Dimensional US Small Cap Value ETF
DFSV
|
$448K |
| 3 |
Dimensional US Large Cap Value ETF
DFLV
|
$295K |
| 4 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$264K |
| 5 |
Advanced Micro Devices
AMD
|
$256K |
Top Sells
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$626K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$342K |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$229K |
| 4 |
Apple
AAPL
|
$212K |
| 5 |
United Parcel Service
UPS
|
$207K |
Sector Composition
| 1 | Technology | 12.86% |
| 2 | Consumer Discretionary | 4.54% |
| 3 | Financials | 3.14% |
| 4 | Communication Services | 1.94% |
| 5 | Healthcare | 1.58% |
