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
$161M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.07M
3
+$1.59M
4
MCHP icon
Microchip Technology
MCHP
+$1.51M
5
UDR icon
UDR
UDR
+$1.44M

Top Sells

1
+$1.47M
2
+$1.42M
3
+$1.33M
4
GAP
The Gap Inc
GAP
+$1.22M
5
KIM icon
Kimco Realty
KIM
+$1.1M

Sector Composition

1 Financials 18.53%
2 Technology 14.83%
3 Industrials 13.38%
4 Consumer Discretionary 9.48%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$744K 0.46%
+21,786
52
$741K 0.46%
+17,140
53
$737K 0.46%
14,643
+7,972
54
$736K 0.46%
10,080
+2,686
55
$734K 0.45%
2,913
-2,657
56
$723K 0.45%
+10,573
57
$709K 0.44%
+6,127
58
$709K 0.44%
+21,188
59
$699K 0.43%
+21,343
60
$694K 0.43%
4,509
+2,556
61
$686K 0.42%
+4,591
62
$685K 0.42%
+14,398
63
$679K 0.42%
9,211
+4,123
64
$666K 0.41%
+15,628
65
$664K 0.41%
8,964
+4,601
66
$652K 0.4%
+10,037
67
$644K 0.4%
4,926
+2,523
68
$629K 0.39%
17,099
+8,811
69
$627K 0.39%
+3,666
70
$627K 0.39%
+7,337
71
$627K 0.39%
3,154
+1,272
72
$623K 0.39%
+5,982
73
$620K 0.38%
+15,365
74
$620K 0.38%
+3,967
75
$617K 0.38%
+6,509
1 2
3
4 5