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
$101M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.67M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.04M
5
SRE icon
Sempra
SRE
+$903K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.12M
4
UAL icon
United Airlines
UAL
+$1.02M
5
AME icon
Ametek
AME
+$1.02M

Sector Composition

1 Financials 17.28%
2 Technology 13.64%
3 Healthcare 12.08%
4 Industrials 10.52%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$602K 0.59%
+11,621
27
$595K 0.59%
+6,353
28
$592K 0.58%
+10,043
29
$590K 0.58%
+13,552
30
$584K 0.58%
17,317
+9,820
31
$578K 0.57%
7,175
+3,396
32
$578K 0.57%
+9,208
33
$568K 0.56%
12,652
+6,680
34
$566K 0.56%
+30,069
35
$566K 0.56%
+11,868
36
$556K 0.55%
+12,591
37
$550K 0.54%
4,655
+1,146
38
$549K 0.54%
3,268
+1,317
39
$548K 0.54%
+15,650
40
$514K 0.51%
1,641
+323
41
$514K 0.51%
21,199
+3,670
42
$512K 0.5%
10,077
+2,514
43
$512K 0.5%
+3,388
44
$508K 0.5%
2,727
+1,329
45
$505K 0.5%
+13,298
46
$504K 0.5%
15,183
-9,172
47
$503K 0.5%
10,572
+3,929
48
$501K 0.49%
8,142
+1,675
49
$496K 0.49%
+5,561
50
$488K 0.48%
+68,020
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