GCA
Gideon Capital Advisors Portfolio holdings
AUM
$291M
1-Year Return
28.95%
This Quarter Return
+2.1%
1 Year Return
+28.95%
3 Year Return
+37.63%
5 Year Return
+32.15%
10 Year Return
–
AUM
$80.1M
AUM Growth
-$57.6M
(-42%)
Cap. Flow
-$59M
Cap. Flow
% of AUM
-73.69%
Top 10 Holdings %
Top 10 Hldgs %
21.71%
Holding
264
New
82
Increased
15
Reduced
32
Closed
135
Top Buys
| 1 |
SBNY
Signature Bank
SBNY
|
$2.35M |
| 2 |
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
|
$1.77M |
| 3 |
Keurig Dr Pepper
KDP
|
$1.76M |
| 4 |
Wells Fargo
WFC
|
$1.73M |
| 5 |
Adobe
ADBE
|
$1.58M |
Top Sells
| 1 |
Bank of America
BAC
|
$3.52M |
| 2 |
Marriott International Class A Common Stock
MAR
|
$2.62M |
| 3 |
Clorox
CLX
|
$2.39M |
| 4 |
Walt Disney
DIS
|
$2.22M |
| 5 |
Goldman Sachs
GS
|
$2.15M |
Sector Composition
| 1 | Financials | 24.56% |
| 2 | Technology | 15.64% |
| 3 | Industrials | 15.19% |
| 4 | Real Estate | 9% |
| 5 | Consumer Staples | 7.55% |
