GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
This Quarter Return
-3.45%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(-4.1%)
Cap. Flow
-$883K
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
42.02%
Holding
141
New
2
Increased
55
Reduced
50
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$795K |
| 2 |
Cisco
CSCO
|
$601K |
| 3 |
Chevron
CVX
|
$524K |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$478K |
| 5 |
Advanced Micro Devices
AMD
|
$470K |
Top Sells
Sector Composition
| 1 | Technology | 12.55% |
| 2 | Consumer Discretionary | 4.58% |
| 3 | Financials | 3.39% |
| 4 | Communication Services | 2.22% |
| 5 | Healthcare | 1.63% |
