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
$161M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.02M
3
+$1.62M
4
MCHP icon
Microchip Technology
MCHP
+$1.52M
5
NSC icon
Norfolk Southern
NSC
+$1.47M

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
326
– –
-10,906
327
– –
-956
328
– –
-10,521
329
– –
-3,541
330
– –
-1,604
331
– –
-4,363
332
– –
-12,139
333
– –
-8,408
334
– –
-11,326
335
– –
-12,528
336
– –
-28,780
337
– –
-4,135
338
– –
-7,144
339
– –
-11,591
340
– –
-5,590
341
– –
-22,842
342
– –
-4,717
343
– –
-20,485
344
– –
-1,655
345
– –
-7,710
346
– –
-12,202
347
– –
-14,885
348
– –
-3,597
349
– –
-1,880
350
– –
-19,998
12 13
14
15 16