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
$113M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.42M
3
+$1.33M
4
EIX icon
Edison International
EIX
+$1.22M
5
GAP
The Gap Inc
GAP
+$1.22M

Top Sells

1
+$2.23M
2
+$1.67M
3
+$1.66M
4
MS icon
Morgan Stanley
MS
+$1.46M
5
JPM icon
JPMorgan Chase
JPM
+$1.04M

Sector Composition

1 Financials 19.58%
2 Technology 14.87%
3 Consumer Discretionary 11.52%
4 Healthcare 8.4%
5 Industrials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$235K 0.21%
+3,532
227
$234K 0.21%
+1,355
228
$234K 0.21%
+2,296
229
$234K 0.21%
+2,390
230
$233K 0.21%
2,576
-261
231
$231K 0.2%
26,470
-41,550
232
$231K 0.2%
+1,976
233
$231K 0.2%
+18,420
234
$229K 0.2%
+9,471
235
$229K 0.2%
+1,222
236
$228K 0.2%
+1,092
237
$228K 0.2%
+12,139
238
$228K 0.2%
5,445
-2,386
239
$227K 0.2%
+5,368
240
$226K 0.2%
4,942
-3,986
241
$226K 0.2%
+10,282
242
$225K 0.2%
+2,768
243
$225K 0.2%
+8,824
244
$224K 0.2%
+6,732
245
$224K 0.2%
+1,880
246
$223K 0.2%
+5,606
247
$221K 0.19%
15,895
-9,117
248
$220K 0.19%
+3,264
249
$220K 0.19%
+3,076
250
$219K 0.19%
+3,813
8 9
10
11 12