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
276
$200K 0.18%
+17,183
277
$198K 0.17%
4,164
-1,399
278
$196K 0.17%
+17,530
279
$184K 0.16%
11,626
-6,750
280
$149K 0.13%
11,913
-4,985
281
$148K 0.13%
13,159
-5,623
282
$122K 0.11%
+23,725
283
$112K 0.1%
+10,521
284
$67K 0.06%
+654
285
– –
-775
286
– –
-8,445
287
– –
-26,616
288
– –
-8,477
289
– –
-27,336
290
– –
-8,890
291
– –
-11,696
292
– –
-2,505
293
– –
-1,380
294
– –
-9,304
295
– –
-6,828
296
– –
-4,884
297
– –
-6,293
298
– –
-6,144
299
– –
-8,252
300
– –
-9,678
10 11
12
13 14