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
251
$289K 0.18%
6,919
-6,540
252
$289K 0.18%
+7,135
253
$289K 0.18%
+3,118
254
$288K 0.18%
+2,826
255
$288K 0.18%
+4,033
256
$286K 0.18%
4,565
-1,238
257
$283K 0.18%
+3,995
258
$282K 0.17%
6,994
-1,761
259
$281K 0.17%
+7,061
260
$280K 0.17%
+4,478
261
$277K 0.17%
+8,237
262
$275K 0.17%
+1,836
263
$275K 0.17%
+8,837
264
$274K 0.17%
+2,220
265
$272K 0.17%
+5,063
266
$270K 0.17%
+1,833
267
$269K 0.17%
+3,175
268
$264K 0.16%
+17,337
269
$263K 0.16%
4,230
-2,774
270
$263K 0.16%
+1,186
271
$261K 0.16%
+10,689
272
$259K 0.16%
+5,280
273
$257K 0.16%
+3,623
274
$252K 0.16%
+8,313
275
$251K 0.16%
18,392
-7,168
9 10
11
12 13