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
$80.1M
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.77M
3
+$1.75M
4
WFC icon
Wells Fargo
WFC
+$1.73M
5
ADBE icon
Adobe
ADBE
+$1.58M

Top Sells

1
+$3.52M
2
+$2.62M
3
+$2.39M
4
DIS icon
Walt Disney
DIS
+$2.22M
5
GS icon
Goldman Sachs
GS
+$2.15M

Sector Composition

1 Financials 24.56%
2 Technology 15.64%
3 Industrials 15.19%
4 Real Estate 9%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$851K 1.06%
+23,330
27
$823K 1.03%
+7,135
28
$812K 1.01%
+12,749
29
$807K 1.01%
+17,132
30
$804K 1%
+7,232
31
$786K 0.98%
+4,303
32
$781K 0.98%
+9,486
33
$767K 0.96%
+13,003
34
$758K 0.95%
+8,451
35
$751K 0.94%
27,811
+7,397
36
$748K 0.93%
+17,635
37
$735K 0.92%
+9,954
38
$722K 0.9%
11,318
-11,206
39
$698K 0.87%
+10,069
40
$687K 0.86%
6,182
-12,806
41
$662K 0.83%
5,933
+644
42
$649K 0.81%
8,838
-6,189
43
$646K 0.81%
+16,098
44
$639K 0.8%
+26,076
45
$638K 0.8%
+10,949
46
$633K 0.79%
11,017
-9,183
47
$633K 0.79%
+4,253
48
$631K 0.79%
+8,781
49
$584K 0.73%
9,223
-2,544
50
$576K 0.72%
+16,039
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