We are live on ! Find out more
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
351
– –
-4,949
352
– –
-2,296
353
– –
-4,870
354
– –
-3,514
355
– –
-4,240
356
– –
-3,245
357
– –
-5,445
358
– –
-18,420
359
– –
-17,183
360
– –
-6,859
361
– –
-35,812
362
– –
-4,392
363
– –
-10,086
364
– –
-3,532
365
– –
-3,095
366
– –
-10,282
367
– –
-10,703
368
– –
-12,883
369
– –
-1,222
370
– –
-15,895
371
– –
-13,308
372
– –
-7,196
373
– –
-6,813
374
– –
-2,833
375
– –
-9,344
13 14
15
16 17