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
$161M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.07M
3
+$1.59M
4
MCHP icon
Microchip Technology
MCHP
+$1.51M
5
UDR icon
UDR
UDR
+$1.44M

Top Sells

1
+$1.47M
2
+$1.42M
3
+$1.33M
4
GAP
The Gap Inc
GAP
+$1.22M
5
KIM icon
Kimco Realty
KIM
+$1.1M

Sector Composition

1 Financials 18.53%
2 Technology 14.83%
3 Industrials 13.38%
4 Consumer Discretionary 9.48%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$922K 0.57%
+17,332
27
$914K 0.57%
+15,512
28
$914K 0.57%
+23,196
29
$875K 0.54%
+5,666
30
$848K 0.53%
+12,214
31
$832K 0.52%
+6,985
32
$831K 0.51%
+12,354
33
$828K 0.51%
+19,718
34
$825K 0.51%
5,786
+3,957
35
$820K 0.51%
+2,500
36
$818K 0.51%
+6,988
37
$808K 0.5%
+5,306
38
$794K 0.49%
+4,146
39
$791K 0.49%
+4,250
40
$789K 0.49%
+674
41
$788K 0.49%
+26,259
42
$783K 0.48%
28,140
-9,794
43
$777K 0.48%
10,226
+7,424
44
$777K 0.48%
41,668
+25,325
45
$756K 0.47%
+6,774
46
$755K 0.47%
+18,665
47
$752K 0.47%
+8,985
48
$750K 0.46%
+8,752
49
$749K 0.46%
+11,274
50
$744K 0.46%
+15,903
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