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
$157M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.25M
3
+$1.1M
4
COF icon
Capital One
COF
+$1.09M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$4.63M
2
+$4.33M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
JPM icon
JPMorgan Chase
JPM
+$3.97M

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
276
$285K 0.18%
+3,390
277
$284K 0.18%
+13,151
278
$284K 0.18%
+5,090
279
$283K 0.18%
+5,038
280
$283K 0.18%
+19,912
281
$282K 0.18%
4,511
-3,279
282
$281K 0.18%
+2,777
283
$281K 0.18%
+6,292
284
$281K 0.18%
+4,019
285
$279K 0.18%
3,588
-53,905
286
$279K 0.18%
+13,936
287
$278K 0.18%
+4,582
288
$278K 0.18%
+6,217
289
$278K 0.18%
+21,513
290
$277K 0.18%
+4,483
291
$277K 0.18%
5,156
+1,342
292
$275K 0.18%
+5,246
293
$275K 0.18%
6,065
-3,727
294
$275K 0.18%
5,582
-36,084
295
$273K 0.17%
+5,775
296
$271K 0.17%
14,816
-236,982
297
$270K 0.17%
+53,477
298
$270K 0.17%
+3,779
299
$269K 0.17%
+5,407
300
$269K 0.17%
+29,687
10 11
12
13 14