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GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
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
+$2.13M
2
+$2.02M
3
+$1.62M
4
MCHP icon
Microchip Technology
MCHP
+$1.52M
5
NSC icon
Norfolk Southern
NSC
+$1.47M

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
501
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502
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-7,708
503
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504
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-3,545
505
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506
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507
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-11,879
508
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509
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-7,894
510
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-141,920
511
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-9,468
512
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513
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514
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515
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-7,752
516
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517
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518
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519
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-15,844
520
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-11,626
521
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522
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-956
523
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524
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-3,541
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