GCA
Gideon Capital Advisors Portfolio holdings
AUM
$291M
1-Year Return
28.95%
This Quarter Return
+5.08%
1 Year Return
+28.95%
3 Year Return
+37.63%
5 Year Return
+32.15%
10 Year Return
–
AUM
$113M
AUM Growth
+$12M
(+12%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
9.63%
Top 10 Holdings %
Top 10 Hldgs %
12.54%
Holding
466
New
200
Increased
38
Reduced
46
Closed
182
Top Buys
| 1 |
Citigroup
C
|
$2.52M |
| 2 |
Goldman Sachs
GS
|
$1.42M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
$1.33M |
| 4 |
Edison International
EIX
|
$1.22M |
| 5 |
GAP
The Gap, Inc.
GAP
|
$1.22M |
Top Sells
| 1 |
Bank of America
BAC
|
$2.23M |
| 2 |
WEC Energy
WEC
|
$1.67M |
| 3 |
Pinnacle West Capital
PNW
|
$1.66M |
| 4 |
Morgan Stanley
MS
|
$1.46M |
| 5 |
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% |
