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
$248M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.46M
3
+$4.38M
4
DAL icon
Delta Air Lines
DAL
+$3.62M
5
MAR icon
Marriott International
MAR
+$3.27M

Top Sells

1
+$5.89M
2
+$4.98M
3
+$4.97M
4
ECL icon
Ecolab
ECL
+$4.61M
5
EIX icon
Edison International
EIX
+$4.33M

Sector Composition

1 Financials 22.78%
2 Industrials 19.96%
3 Consumer Discretionary 11.58%
4 Real Estate 10.37%
5 Technology 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.68%
+35,550
52
$1.67M 0.67%
+17,222
53
$1.63M 0.66%
49,198
+37,286
54
$1.61M 0.65%
34,928
+16,459
55
$1.6M 0.65%
+10,579
56
$1.56M 0.63%
20,735
+9,408
57
$1.55M 0.63%
43,060
-10,329
58
$1.55M 0.62%
+11,031
59
$1.54M 0.62%
+26,266
60
$1.54M 0.62%
+18,794
61
$1.53M 0.62%
+18,350
62
$1.52M 0.61%
15,637
-22,491
63
$1.5M 0.6%
+10,656
64
$1.5M 0.6%
+19,378
65
$1.48M 0.6%
55,116
-31,003
66
$1.46M 0.59%
+20,561
67
$1.43M 0.58%
+14,160
68
$1.42M 0.57%
+30,625
69
$1.42M 0.57%
+39,622
70
$1.4M 0.56%
+23,050
71
$1.39M 0.56%
+16,717
72
$1.38M 0.56%
32,774
+26,358
73
$1.37M 0.55%
39,722
+29,295
74
$1.37M 0.55%
+42,919
75
$1.37M 0.55%
+13,916
1 2
3
4 5