GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.25M
3
+$1.1M
4
COF icon
Capital One
COF
+$1.09M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$4.63M
2
+$4.33M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
JPM icon
JPMorgan Chase
JPM
+$3.97M

Sector Composition

1 Technology 13.96%
2 Industrials 13.91%
3 Financials 13.78%
4 Healthcare 11.82%
5 Consumer Discretionary 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$323K 0.21%
+1,767
227
$322K 0.21%
+4,153
228
$321K 0.21%
+4,073
229
$319K 0.2%
+10,028
230
$319K 0.2%
+23,585
231
$318K 0.2%
+3,298
232
$318K 0.2%
+10,159
233
$317K 0.2%
+14,340
234
$317K 0.2%
+33,554
235
$316K 0.2%
+4,223
236
$313K 0.2%
+8,356
237
$312K 0.2%
+10,116
238
$310K 0.2%
+9,654
239
$309K 0.2%
+6,760
240
$308K 0.2%
+3,062
241
$307K 0.2%
+9,572
242
$307K 0.2%
+21,313
243
$306K 0.2%
+8,102
244
$304K 0.19%
+8,154
245
$304K 0.19%
+4,723
246
$302K 0.19%
+3,504
247
$302K 0.19%
+12,193
248
$302K 0.19%
+15,747
249
$302K 0.19%
+7,506
250
$301K 0.19%
+4,003
8 9
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