GCA

Gradient Capital Advisors Portfolio holdings

AUM $388M
1-Year Est. Return 19.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$446K
2 +$256K
3 +$247K
4
IBB icon
iShares Biotechnology ETF
IBB
+$209K
5
PFE icon
Pfizer
PFE
+$205K

Sector Composition

1 Technology 13.1%
2 Consumer Discretionary 4.43%
3 Financials 4.22%
4 Communication Services 3.03%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$201K 0.06%
+3,549
152
$11K ﹤0.01%
26,808
153
-1,434
154
-3,368