GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
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
+$2.11M
2
+$1.47M
3
+$1.22M
4
LEA icon
Lear
LEA
+$1.21M
5
COF icon
Capital One
COF
+$1M

Top Sells

1
+$4.63M
2
+$4.12M
3
+$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$3.97M
5
DFS
Discover Financial Services
DFS
+$3.85M

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
301
$267K 0.17%
+15,958
302
$264K 0.17%
+180
303
$261K 0.17%
+2,907
304
$260K 0.17%
+8,879
305
$256K 0.16%
+18,634
306
$256K 0.16%
5,002
-1,150
307
$255K 0.16%
+4,958
308
$255K 0.16%
+1,866
309
$254K 0.16%
+1,520
310
$252K 0.16%
+21,591
311
$251K 0.16%
+10,416
312
$248K 0.16%
+15,738
313
$247K 0.16%
+4,147
314
$247K 0.16%
176
+123
315
$246K 0.16%
+3,542
316
$244K 0.16%
+4,666
317
$244K 0.16%
+6,652
318
$243K 0.16%
+3,506
319
$243K 0.16%
+5,255
320
$243K 0.16%
+5,030
321
$241K 0.15%
+1,471
322
$241K 0.15%
+3,397
323
$241K 0.15%
+1,542
324
$241K 0.15%
+4,281
325
$241K 0.15%
+1,793
11 12
13
14 15