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
$113M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.42M
3
+$1.33M
4
EIX icon
Edison International
EIX
+$1.22M
5
GAP
The Gap Inc
GAP
+$1.22M

Top Sells

1
+$2.23M
2
+$1.67M
3
+$1.66M
4
MS icon
Morgan Stanley
MS
+$1.46M
5
JPM icon
JPMorgan Chase
JPM
+$1.04M

Sector Composition

1 Financials 19.58%
2 Technology 14.87%
3 Consumer Discretionary 11.52%
4 Healthcare 8.4%
5 Industrials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.47%
20,485
-1,505
52
$524K 0.46%
13,607
+9,275
53
$518K 0.46%
+13,722
54
$500K 0.44%
16,139
+2,841
55
$499K 0.44%
13,257
-4,060
56
$499K 0.44%
+22,824
57
$484K 0.43%
+14,006
58
$477K 0.42%
+3,733
59
$474K 0.42%
11,448
+1,917
60
$474K 0.42%
+7,468
61
$455K 0.4%
+8,297
62
$452K 0.4%
+3,979
63
$450K 0.4%
+8,918
64
$445K 0.39%
+6,774
65
$444K 0.39%
6,882
+3,033
66
$443K 0.39%
4,242
+1,294
67
$441K 0.39%
+8,479
68
$441K 0.39%
+7,004
69
$440K 0.39%
+24,368
70
$437K 0.39%
+9,084
71
$437K 0.39%
+7,708
72
$427K 0.38%
+29,742
73
$426K 0.38%
14,946
-1,999
74
$426K 0.38%
+2,833
75
$422K 0.37%
+3,915
1 2
3
4 5