GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.46M
3
+$4.38M
4
DAL icon
Delta Air Lines
DAL
+$3.62M
5
MAR icon
Marriott International
MAR
+$3.27M

Top Sells

1
+$5.89M
2
+$4.98M
3
+$4.97M
4
ECL icon
Ecolab
ECL
+$4.61M
5
EIX icon
Edison International
EIX
+$4.33M

Sector Composition

1 Financials 22.78%
2 Industrials 19.96%
3 Consumer Discretionary 11.58%
4 Real Estate 10.37%
5 Technology 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.91%
110,635
+37,963
27
$2.21M 0.89%
+23,213
28
$2.21M 0.89%
+143,652
29
$2.19M 0.88%
+25,303
30
$2.14M 0.86%
31,593
+25,594
31
$2.13M 0.86%
25,323
+19,512
32
$2.11M 0.85%
+20,569
33
$2.08M 0.84%
+22,015
34
$2.08M 0.84%
50,794
+43,921
35
$2.04M 0.82%
+17,163
36
$1.94M 0.78%
+17,958
37
$1.93M 0.78%
+204,181
38
$1.89M 0.76%
17,669
+13,156
39
$1.85M 0.75%
+49,304
40
$1.83M 0.74%
+14,002
41
$1.81M 0.73%
+22,321
42
$1.8M 0.73%
+29,568
43
$1.78M 0.72%
31,216
+10,850
44
$1.77M 0.71%
+21,850
45
$1.76M 0.71%
+59,502
46
$1.75M 0.71%
+14,494
47
$1.74M 0.7%
+20,573
48
$1.72M 0.69%
9,857
+2,344
49
$1.71M 0.69%
+7,436
50
$1.69M 0.68%
14,876
+8,521
1
2
3 4 5