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
301
$220K 0.14%
+3,441
302
$219K 0.14%
+7,026
303
$218K 0.14%
+2,995
304
$217K 0.13%
+3,086
305
$217K 0.13%
+4,918
306
$213K 0.13%
+2,534
307
$213K 0.13%
+3,483
308
$213K 0.13%
2,267
-4,321
309
$213K 0.13%
+4,224
310
$212K 0.13%
+4,104
311
$211K 0.13%
+2,155
312
$211K 0.13%
+971
313
$210K 0.13%
+5,148
314
$208K 0.13%
+15,986
315
$208K 0.13%
2,313
-617
316
$205K 0.13%
+1,932
317
$205K 0.13%
+2,128
318
$204K 0.13%
9,316
-4,028
319
$202K 0.13%
18,191
+6,278
320
$200K 0.12%
+3,059
321
$195K 0.12%
10,282
+350
322
$195K 0.12%
4,674
+510
323
$180K 0.11%
+14,628
324
$93K 0.06%
16,974
-6,751
325
– –
-7,144
11 12
13
14 15