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
$161M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.07M
3
+$1.59M
4
MCHP icon
Microchip Technology
MCHP
+$1.51M
5
UDR icon
UDR
UDR
+$1.44M

Top Sells

1
+$1.47M
2
+$1.42M
3
+$1.33M
4
GAP
The Gap Inc
GAP
+$1.22M
5
KIM icon
Kimco Realty
KIM
+$1.1M

Sector Composition

1 Financials 18.53%
2 Technology 14.83%
3 Industrials 13.38%
4 Consumer Discretionary 9.48%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$304K 0.19%
+4,200
227
$304K 0.19%
6,214
-1,026
228
$304K 0.19%
14,808
+3,709
229
$304K 0.19%
+1,311
230
$304K 0.19%
2,583
+533
231
$302K 0.19%
2,508
+576
232
$302K 0.19%
+3,358
233
$301K 0.19%
+7,066
234
$300K 0.19%
+7,687
235
$299K 0.19%
+13,807
236
$298K 0.18%
+3,858
237
$298K 0.18%
+6,706
238
$297K 0.18%
5,144
-2,282
239
$296K 0.18%
+3,638
240
$296K 0.18%
+4,465
241
$295K 0.18%
+2,809
242
$295K 0.18%
+8,385
243
$293K 0.18%
+1,568
244
$293K 0.18%
+2,196
245
$292K 0.18%
+4,593
246
$292K 0.18%
2,951
-1,028
247
$292K 0.18%
+1,812
248
$291K 0.18%
+9,606
249
$290K 0.18%
3,059
+1,061
250
$289K 0.18%
+1,337
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