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
76
$397K 0.39%
4,473
-1,073
77
$395K 0.39%
5,276
+399
78
$395K 0.39%
+4,483
79
$393K 0.39%
+2,085
80
$386K 0.38%
+2,505
81
$384K 0.38%
+19,151
82
$384K 0.38%
+4,463
83
$383K 0.38%
4,183
+1,396
84
$382K 0.38%
+4,783
85
$380K 0.37%
+9,446
86
$377K 0.37%
5,103
-3,543
87
$377K 0.37%
+10,218
88
$372K 0.37%
+13,860
89
$369K 0.36%
+7,163
90
$364K 0.36%
+3,349
91
$362K 0.36%
+5,450
92
$359K 0.35%
5,806
+500
93
$358K 0.35%
+3,037
94
$355K 0.35%
5,109
+2,210
95
$354K 0.35%
+10,540
96
$354K 0.35%
+4,008
97
$353K 0.35%
+10,631
98
$352K 0.35%
+6,825
99
$350K 0.35%
+9,531
100
$348K 0.34%
2,972
-492
2 3
4
5 6