GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
1-Year Return
15.68%
This Quarter Return
+6.34%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$302M
AUM Growth
+$22.2M
(+7.9%)
Cap. Flow
+$5.78M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
39.25%
Holding
148
New
8
Increased
62
Reduced
52
Closed
–
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$915K |
| 2 |
Tesla
TSLA
|
$323K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$322K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$306K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$278K |
Sector Composition
| 1 | Technology | 13.1% |
| 2 | Financials | 3.98% |
| 3 | Consumer Discretionary | 3.31% |
| 4 | Communication Services | 2.88% |
| 5 | Healthcare | 1.28% |
