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
76
$420K 0.37%
+3,355
77
$418K 0.37%
28,694
+7,977
78
$417K 0.37%
3,961
+612
79
$410K 0.36%
+8,203
80
$409K 0.36%
8,138
+3,354
81
$408K 0.36%
+22,842
82
$406K 0.36%
2,573
+1,122
83
$401K 0.35%
12,538
+4,214
84
$401K 0.35%
7,125
-2,038
85
$391K 0.34%
+7,426
86
$390K 0.34%
+6,671
87
$389K 0.34%
4,741
+278
88
$388K 0.34%
18,613
+1,528
89
$388K 0.34%
+3,095
90
$386K 0.34%
+7,240
91
$384K 0.34%
11,879
+3,594
92
$384K 0.34%
1,484
-261
93
$382K 0.34%
13,277
-1,655
94
$378K 0.33%
20,785
+3,865
95
$378K 0.33%
+5,303
96
$377K 0.33%
+4,879
97
$376K 0.33%
+11,850
98
$372K 0.33%
+11,805
99
$370K 0.33%
+4,491
100
$370K 0.33%
+2,731
2 3
4
5 6