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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
$113M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$1.48M
3
+$1.37M
4
STI
SunTrust Banks, Inc.
STI
+$1.25M
5
CRM icon
Salesforce
CRM
+$1.16M

Top Sells

1
+$2.23M
2
+$1.67M
3
+$1.66M
4
MS icon
Morgan Stanley
MS
+$1.46M
5
JPM icon
JPMorgan Chase
JPM
+$1.04M

Sector Composition

1 Financials 19.58%
2 Technology 14.87%
3 Consumer Discretionary 11.52%
4 Healthcare 8.4%
5 Industrials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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453
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454
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-5,743
455
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456
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457
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458
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-2,972
459
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460
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461
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-775
462
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464
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-8,477
465
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-27,336
466
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-8,890
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