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
$157M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.25M
3
+$1.1M
4
COF icon
Capital One
COF
+$1.09M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$4.63M
2
+$4.33M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
JPM icon
JPMorgan Chase
JPM
+$3.97M

Sector Composition

1 Technology 13.96%
2 Industrials 13.91%
3 Financials 13.78%
4 Healthcare 11.82%
5 Consumer Discretionary 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.39%
19,359
+3,646
52
$612K 0.39%
+7,746
53
$610K 0.39%
+37,024
54
$606K 0.39%
8,959
-17,940
55
$606K 0.39%
+41,719
56
$598K 0.38%
+2,761
57
$596K 0.38%
+6,482
58
$593K 0.38%
+17,071
59
$588K 0.38%
8,258
+1,631
60
$583K 0.37%
13,183
+7,539
61
$582K 0.37%
+6,727
62
$577K 0.37%
43,639
-3,542
63
$567K 0.36%
+15,006
64
$566K 0.36%
12,866
-17,450
65
$564K 0.36%
+3,263
66
$557K 0.36%
4,542
+1,679
67
$554K 0.35%
+11,006
68
$552K 0.35%
+9,746
69
$551K 0.35%
+4,376
70
$550K 0.35%
+5,365
71
$540K 0.35%
+9,597
72
$538K 0.34%
+9,673
73
$534K 0.34%
19,509
-34,782
74
$531K 0.34%
+15,114
75
$523K 0.33%
+8,040
1 2
3
4 5