GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
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
+$2.11M
2
+$1.47M
3
+$1.22M
4
LEA icon
Lear
LEA
+$1.21M
5
COF icon
Capital One
COF
+$1M

Top Sells

1
+$4.63M
2
+$4.12M
3
+$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$3.97M
5
DFS
Discover Financial Services
DFS
+$3.85M

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
251
$300K 0.19%
7,199
-18,882
252
$300K 0.19%
+5,050
253
$299K 0.19%
+3,674
254
$299K 0.19%
8,334
-19,181
255
$299K 0.19%
+2,457
256
$299K 0.19%
+2,689
257
$298K 0.19%
7,318
-53,362
258
$297K 0.19%
13,409
+1,479
259
$295K 0.19%
+3,480
260
$295K 0.19%
+5,512
261
$294K 0.19%
9,803
-841
262
$292K 0.19%
+13,459
263
$292K 0.19%
+11,654
264
$292K 0.19%
3,394
-12,348
265
$290K 0.19%
+4,006
266
$290K 0.19%
+5,910
267
$290K 0.19%
+19,075
268
$289K 0.18%
+8,090
269
$288K 0.18%
+7,837
270
$288K 0.18%
3,816
-12,254
271
$287K 0.18%
+5,988
272
$287K 0.18%
+3,377
273
$286K 0.18%
+5,380
274
$286K 0.18%
+5,017
275
$286K 0.18%
+8,560
9 10
11
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