GCA
Gideon Capital Advisors Portfolio holdings
AUM
$291M
1-Year Return
28.95%
This Quarter Return
+4.54%
1 Year Return
+28.95%
3 Year Return
+37.63%
5 Year Return
+32.15%
10 Year Return
–
AUM
$157M
AUM Growth
-$8.88M
(-5.4%)
Cap. Flow
-$11.6M
Cap. Flow
% of AUM
-7.42%
Top 10 Holdings %
Top 10 Hldgs %
7.24%
Holding
500
New
327
Increased
20
Reduced
39
Closed
114
Top Buys
| 1 |
FirstEnergy
FE
|
+$1.43M |
| 2 |
Corning
GLW
|
+$1.25M |
| 3 |
Morgan Stanley
MS
|
+$1.1M |
| 4 |
Capital One
COF
|
+$1.09M |
| 5 |
Prudential Financial
PRU
|
+$1.07M |
Top Sells
| 1 |
Goldman Sachs
GS
|
+$4.63M |
| 2 |
KeyCorp
KEY
|
+$4.33M |
| 3 |
State Street
STT
|
+$4.19M |
| 4 |
Wells Fargo
WFC
|
+$4.12M |
| 5 |
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% |
