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

Top Buys

1
+$2.52M
2
+$1.42M
3
+$1.33M
4
EIX icon
Edison International
EIX
+$1.22M
5
GAP
The Gap Inc
GAP
+$1.22M

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
26
$714K 0.63%
+23,540
27
$713K 0.63%
+11,256
28
$706K 0.62%
22,084
+6,725
29
$693K 0.61%
3,986
+1,259
30
$692K 0.61%
+15,073
31
$687K 0.61%
+141,920
32
$686K 0.6%
+5,709
33
$671K 0.59%
+10,601
34
$654K 0.58%
+4,320
35
$653K 0.58%
+25,942
36
$644K 0.57%
6,588
+4,414
37
$609K 0.54%
7,144
-31
38
$601K 0.53%
+13,356
39
$595K 0.52%
+13,725
40
$586K 0.52%
6,904
-5,908
41
$585K 0.52%
6,048
+1,575
42
$578K 0.51%
+14,440
43
$576K 0.51%
+13,459
44
$568K 0.5%
+7,394
45
$560K 0.49%
+11,072
46
$556K 0.49%
+11,591
47
$547K 0.48%
+7,752
48
$546K 0.48%
17,582
+5,531
49
$543K 0.48%
6,458
+1,000
50
$541K 0.48%
+6,410
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