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
76
$522K 0.33%
+7,820
77
$521K 0.33%
21,108
-14,601
78
$516K 0.33%
+7,674
79
$515K 0.33%
+14,845
80
$514K 0.33%
+33,946
81
$514K 0.33%
+31,250
82
$509K 0.33%
+16,085
83
$507K 0.32%
+13,730
84
$506K 0.32%
+22,007
85
$506K 0.32%
+27,462
86
$505K 0.32%
+4,988
87
$502K 0.32%
+7,119
88
$500K 0.32%
+15,227
89
$500K 0.32%
+18,261
90
$498K 0.32%
+9,192
91
$495K 0.32%
+4,789
92
$494K 0.32%
+5,953
93
$494K 0.32%
+8,589
94
$490K 0.31%
+8,130
95
$488K 0.31%
+12,635
96
$486K 0.31%
+7,182
97
$481K 0.31%
+33,827
98
$480K 0.31%
+15,663
99
$473K 0.3%
+8,410
100
$472K 0.3%
+10,531
2 3
4
5 6