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
$101M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.67M
3
+$1.61M
4
JPM icon
JPMorgan Chase
JPM
+$1.04M
5
SRE icon
Sempra
SRE
+$903K

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.12M
4
UAL icon
United Airlines
UAL
+$1.02M
5
AME icon
Ametek
AME
+$1.02M

Sector Composition

1 Financials 17.28%
2 Technology 13.64%
3 Healthcare 12.08%
4 Industrials 10.52%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$483K 0.48%
+5,092
52
$472K 0.47%
16,945
+7,911
53
$469K 0.46%
5,785
+534
54
$464K 0.46%
21,990
+9,349
55
$460K 0.45%
+15,359
56
$458K 0.45%
+5,458
57
$455K 0.45%
+14,745
58
$453K 0.45%
11,025
+1,023
59
$449K 0.44%
8,928
+327
60
$444K 0.44%
9,163
+1,347
61
$440K 0.43%
+7,514
62
$439K 0.43%
+9,704
63
$431K 0.42%
+7,505
64
$430K 0.42%
2,948
-611
65
$429K 0.42%
3,895
+1,197
66
$427K 0.42%
+23,682
67
$425K 0.42%
+1,745
68
$424K 0.42%
+4,992
69
$418K 0.41%
+3,445
70
$412K 0.41%
14,932
+4,983
71
$411K 0.41%
+3,089
72
$409K 0.4%
4,398
+2,088
73
$405K 0.4%
+10,845
74
$402K 0.4%
26,751
+16,035
75
$401K 0.4%
6,221
+550
1 2
3
4 5