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
$101M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.67M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.04M
5
SRE icon
Sempra
SRE
+$903K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.12M
4
UAL icon
United Airlines
UAL
+$1.02M
5
AME icon
Ametek
AME
+$1.02M

Sector Composition

1 Financials 17.28%
2 Technology 13.64%
3 Healthcare 12.08%
4 Industrials 10.52%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$229K 0.23%
+2,837
227
$229K 0.23%
5,737
-7,059
228
$227K 0.22%
+2,008
229
$226K 0.22%
+18,782
230
$225K 0.22%
+11,782
231
$225K 0.22%
+5,401
232
$225K 0.22%
+5,743
233
$223K 0.22%
+11,696
234
$223K 0.22%
+13,215
235
$222K 0.22%
+3,888
236
$220K 0.22%
+1,430
237
$219K 0.22%
+2,816
238
$216K 0.21%
11,068
-2,486
239
$216K 0.21%
+11,725
240
$215K 0.21%
3,379
-307
241
$215K 0.21%
4,228
-2,603
242
$214K 0.21%
1,976
+157
243
$213K 0.21%
2,165
-5,555
244
$213K 0.21%
+8,285
245
$213K 0.21%
+6,231
246
$213K 0.21%
+2,174
247
$211K 0.21%
+1,702
248
$210K 0.21%
+4,142
249
$209K 0.21%
3,790
-5,884
250
$208K 0.21%
+2,192
8 9
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