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
276
$251K 0.16%
+1,827
277
$247K 0.15%
2,441
+1,086
278
$245K 0.15%
+4,316
279
$244K 0.15%
+2,058
280
$244K 0.15%
+2,227
281
$242K 0.15%
2,815
-1,926
282
$241K 0.15%
7,581
-15,959
283
$240K 0.15%
+3,927
284
$239K 0.15%
+2,291
285
$239K 0.15%
+3,777
286
$239K 0.15%
+3,951
287
$239K 0.15%
+14,558
288
$239K 0.15%
+3,936
289
$238K 0.15%
+4,768
290
$237K 0.15%
+2,032
291
$236K 0.15%
+6,289
292
$234K 0.14%
4,380
-4,538
293
$233K 0.14%
+405
294
$231K 0.14%
+2,751
295
$229K 0.14%
+5,690
296
$229K 0.14%
+1,991
297
$226K 0.14%
+3,583
298
$224K 0.14%
+1,618
299
$221K 0.14%
+2,263
300
$220K 0.14%
+1,135
10 11
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