GCA
Gradient Capital Advisors Portfolio holdings
AUM
$339M
This Quarter Return
+9%
1 Year Return
+15.68%
3 Year Return
+57.01%
5 Year Return
+90.28%
10 Year Return
–
AUM
$339M
AUM Growth
+$339M
(+10%)
Cap. Flow
+$8.42M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
37.21%
Holding
166
New
11
Increased
67
Reduced
54
Closed
4
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$3.46M |
| 2 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$1.17M |
| 3 |
Dimensional US Small Cap Value ETF
DFSV
|
$980K |
| 4 |
Broadcom
AVGO
|
$828K |
| 5 |
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
|
$773K |
Top Sells
Sector Composition
| 1 | Technology | 11.93% |
| 2 | Financials | 4.59% |
| 3 | Communication Services | 3.04% |
| 4 | Consumer Discretionary | 2.72% |
| 5 | Healthcare | 0.89% |
