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
$101M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.7M
3
+$1.62M
4
JPM icon
JPMorgan Chase
JPM
+$1.01M
5
SRE icon
Sempra
SRE
+$915K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.12M
4
UAL icon
United Airlines
UAL
+$1.02M
5
AME icon
Ametek
AME
+$1.02M

Sector Composition

1 Financials 17.28%
2 Technology 13.33%
3 Healthcare 12.08%
4 Industrials 10.83%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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404
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406
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407
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408
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409
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410
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411
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412
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-8,268
413
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-21,056
414
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-4,097
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