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

Top Buys

1
+$1.43M
2
+$1.25M
3
+$1.1M
4
COF icon
Capital One
COF
+$1.09M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$4.63M
2
+$4.33M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
JPM icon
JPMorgan Chase
JPM
+$3.97M

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
26
$747K 0.48%
6,508
+3,567
27
$743K 0.47%
+5,435
28
$727K 0.46%
+20,278
29
$723K 0.46%
+9,722
30
$718K 0.46%
8,451
-6,923
31
$715K 0.46%
+35,661
32
$696K 0.44%
19,731
+12,984
33
$692K 0.44%
+24,210
34
$687K 0.44%
+37,332
35
$682K 0.44%
+22,463
36
$681K 0.44%
+17,832
37
$678K 0.43%
+5,779
38
$671K 0.43%
+6,699
39
$669K 0.43%
+5,777
40
$668K 0.43%
+11,180
41
$668K 0.43%
+5,822
42
$665K 0.42%
+8,961
43
$665K 0.42%
+18,848
44
$660K 0.42%
+12,918
45
$653K 0.42%
+29,513
46
$647K 0.41%
+8,588
47
$627K 0.4%
+25,627
48
$624K 0.4%
+19,864
49
$620K 0.4%
+5,406
50
$618K 0.39%
74,340
+55,650
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