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
$157M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.47M
3
+$1.22M
4
LEA icon
Lear
LEA
+$1.21M
5
COF icon
Capital One
COF
+$1M

Top Sells

1
+$4.63M
2
+$4.12M
3
+$4.06M
4
JPM icon
JPMorgan Chase
JPM
+$3.97M
5
DFS
Discover Financial Services
DFS
+$3.85M

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
426
– –
-22,889
427
– –
-860
428
– –
-4,206
429
– –
-75,214
430
– –
-2,025
431
– –
-7,607
432
– –
-2,632
433
– –
-75,040
434
– –
-59,656
435
– –
-11,396
436
– –
-7,057
437
– –
-22,119
438
– –
-26,279
439
– –
-11,236
440
– –
-53,367
441
– –
-3,306
442
– –
-15,602
443
– –
-17,685
444
– –
-6,495
445
– –
-9,359
446
– –
-101,725
447
– –
-9,306
448
– –
-69,310
449
– –
-15,357
450
– –
-3,505
16 17
18
19 20