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
351
$221K 0.14%
+14,463
352
$221K 0.14%
+1,488
353
$221K 0.14%
+4,628
354
$221K 0.14%
8,824
-60,497
355
$220K 0.14%
1,205
-2,648
356
$219K 0.14%
+8,267
357
$219K 0.14%
4,479
+2,146
358
$218K 0.14%
2,767
+155
359
$216K 0.14%
+2,334
360
$215K 0.14%
+1,840
361
$215K 0.14%
11,057
-24,576
362
$214K 0.14%
+7,396
363
$212K 0.14%
+9,764
364
$209K 0.13%
+2,513
365
$209K 0.13%
+1,890
366
$209K 0.13%
+8,511
367
$208K 0.13%
+2,279
368
$207K 0.13%
+3,454
369
$207K 0.13%
+4,847
370
$206K 0.13%
+2,933
371
$206K 0.13%
+3,940
372
$205K 0.13%
+7,703
373
$203K 0.13%
+2,573
374
$202K 0.13%
+8,918
375
$202K 0.13%
+6,509
13 14
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