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
76
$455K 0.57%
7,621
-11,903
77
$439K 0.55%
+4,911
78
$434K 0.54%
+9,032
79
$427K 0.53%
+10,431
80
$422K 0.53%
+8,666
81
$414K 0.52%
5,818
-36,774
82
$409K 0.51%
+6,736
83
$405K 0.51%
+2,578
84
$403K 0.5%
+8,636
85
$391K 0.49%
4,058
-918
86
$387K 0.48%
+16,052
87
$378K 0.47%
+10,444
88
$376K 0.47%
+9,935
89
$375K 0.47%
+25,008
90
$370K 0.46%
+3,459
91
$354K 0.44%
+5,439
92
$352K 0.44%
+2,772
93
$343K 0.43%
+11,847
94
$326K 0.41%
6,849
-536
95
$324K 0.4%
3,977
+1,042
96
$320K 0.4%
4,148
-2,992
97
$318K 0.4%
+11,660
98
$314K 0.39%
+7,696
99
$313K 0.39%
8,764
-985
100
$302K 0.38%
9,766
-4,336
2 3
4
5 6