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
251
$218K 0.19%
+11,586
252
$218K 0.19%
+4,521
253
$217K 0.19%
2,061
-2,594
254
$217K 0.19%
4,266
-2,897
255
$216K 0.19%
5,023
-6,002
256
$216K 0.19%
+4,716
257
$214K 0.19%
+1,998
258
$212K 0.19%
+11,099
259
$211K 0.19%
+6,041
260
$211K 0.19%
1,602
-1,487
261
$208K 0.18%
5,524
-3,235
262
$208K 0.18%
+2,065
263
$207K 0.18%
+12,528
264
$205K 0.18%
+3,181
265
$204K 0.18%
6,218
-252
266
$203K 0.18%
+2,802
267
$203K 0.18%
+2,546
268
$203K 0.18%
+1,932
269
$203K 0.18%
+2,291
270
$202K 0.18%
9,203
-6,139
271
$202K 0.18%
+3,514
272
$201K 0.18%
+9,932
273
$201K 0.18%
+1,795
274
$201K 0.18%
+1,604
275
$201K 0.18%
+1,761
9 10
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