GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
1-Year Return
15.68%
This Quarter Return
+3.06%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$280M
AUM Growth
+$7.42M
(+2.7%)
Cap. Flow
+$861K
Cap. Flow
% of AUM
0.31%
Top 10 Holdings %
Top 10 Hldgs %
39.74%
Holding
142
New
3
Increased
55
Reduced
56
Closed
2
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.08M |
| 2 |
Apple
AAPL
|
$705K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$664K |
| 4 |
Schwab International Equity ETF
SCHF
|
$455K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$253K |
Sector Composition
| 1 | Technology | 14.26% |
| 2 | Financials | 3.96% |
| 3 | Communication Services | 3.17% |
| 4 | Consumer Discretionary | 3.05% |
| 5 | Healthcare | 1.31% |
