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
326
$240K 0.15%
+2,574
327
$240K 0.15%
+1,936
328
$240K 0.15%
+3,145
329
$239K 0.15%
+7,916
330
$239K 0.15%
+22,052
331
$238K 0.15%
3,145
-1,111
332
$237K 0.15%
+16,974
333
$236K 0.15%
+4,413
334
$235K 0.15%
+3,998
335
$232K 0.15%
+2,347
336
$232K 0.15%
+9,564
337
$230K 0.15%
+14,522
338
$230K 0.15%
+21,710
339
$229K 0.15%
+4,610
340
$229K 0.15%
+3,398
341
$228K 0.15%
+8,858
342
$228K 0.15%
+3,495
343
$226K 0.14%
+9,114
344
$225K 0.14%
5,642
+1,830
345
$224K 0.14%
+8,791
346
$224K 0.14%
+16,414
347
$223K 0.14%
3,094
-1,947
348
$222K 0.14%
+7,109
349
$221K 0.14%
+3,378
350
$221K 0.14%
11,221
-31,610
12 13
14
15 16