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
$80.1M
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.77M
3
+$1.75M
4
WFC icon
Wells Fargo
WFC
+$1.73M
5
ADBE icon
Adobe
ADBE
+$1.58M

Top Sells

1
+$3.52M
2
+$2.62M
3
+$2.39M
4
DIS icon
Walt Disney
DIS
+$2.22M
5
GS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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264
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-8,015
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