GCA
Gideon Capital Advisors Portfolio holdings
AUM
$291M
1-Year Return
28.95%
This Quarter Return
-0.03%
1 Year Return
+28.95%
3 Year Return
+37.63%
5 Year Return
+32.15%
10 Year Return
–
AUM
$161M
AUM Growth
+$48M
(+42%)
Cap. Flow
+$48.3M
Cap. Flow
% of AUM
29.93%
Top 10 Holdings %
Top 10 Hldgs %
11.18%
Holding
524
New
240
Increased
52
Reduced
32
Closed
200
Top Buys
| 1 |
Micron Technology
MU
|
$2.2M |
| 2 |
JPMorgan Chase
JPM
|
$2.07M |
| 3 |
Federal Realty Investment Trust
FRT
|
$1.59M |
| 4 |
Microchip Technology
MCHP
|
$1.51M |
| 5 |
UDR
UDR
|
$1.44M |
Top Sells
| 1 |
Edison International
EIX
|
$1.47M |
| 2 |
Salesforce
CRM
|
$1.42M |
| 3 |
STI
SunTrust Banks, Inc.
STI
|
$1.33M |
| 4 |
GAP
The Gap, Inc.
GAP
|
$1.22M |
| 5 |
Kimco Realty
KIM
|
$1.11M |
Sector Composition
| 1 | Financials | 18.53% |
| 2 | Technology | 14.83% |
| 3 | Industrials | 13.38% |
| 4 | Consumer Discretionary | 9.48% |
| 5 | Healthcare | 9.29% |