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
$80.1M
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.77M
3
+$1.75M
4
WFC icon
Wells Fargo
WFC
+$1.73M
5
ADBE icon
Adobe
ADBE
+$1.58M

Top Sells

1
+$3.52M
2
+$2.62M
3
+$2.39M
4
DIS icon
Walt Disney
DIS
+$2.22M
5
GS icon
Goldman Sachs
GS
+$2.15M

Sector Composition

1 Financials 24.56%
2 Technology 15.64%
3 Industrials 15.19%
4 Real Estate 9%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$572K 0.71%
+20,524
52
$561K 0.7%
+2,948
53
$556K 0.69%
22,225
+1,096
54
$553K 0.69%
7,687
-5,015
55
$522K 0.65%
+5,670
56
$521K 0.65%
12,490
-25,656
57
$515K 0.64%
+8,579
58
$512K 0.64%
2,490
-5,374
59
$509K 0.64%
+4,968
60
$507K 0.63%
9,764
-1,248
61
$506K 0.63%
+7,111
62
$505K 0.63%
15,798
-43,011
63
$496K 0.62%
7,925
-22,529
64
$495K 0.62%
9,646
-7,966
65
$494K 0.62%
+36,350
66
$493K 0.62%
+5,979
67
$492K 0.61%
12,562
-5,698
68
$480K 0.6%
+10,398
69
$475K 0.59%
+3,136
70
$474K 0.59%
7,430
-17,437
71
$474K 0.59%
8,118
-6,645
72
$474K 0.59%
3,607
-6,007
73
$471K 0.59%
+54,906
74
$464K 0.58%
+4,915
75
$460K 0.57%
+6,125
1 2
3
4 5