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
76
$617K 0.38%
+15,180
77
$612K 0.38%
+10,214
78
$610K 0.38%
+7,151
79
$609K 0.38%
5,877
-8,210
80
$605K 0.37%
4,701
+2,233
81
$605K 0.37%
+15,248
82
$604K 0.37%
+7,615
83
$602K 0.37%
+6,120
84
$599K 0.37%
4,951
+2,975
85
$596K 0.37%
+3,423
86
$591K 0.37%
13,408
+5,270
87
$589K 0.36%
+5,903
88
$587K 0.36%
14,384
+7,588
89
$584K 0.36%
+2,337
90
$583K 0.36%
+19,104
91
$583K 0.36%
10,482
-4,296
92
$583K 0.36%
+33,025
93
$575K 0.36%
+5,216
94
$574K 0.36%
+2,104
95
$572K 0.35%
10,267
+5,869
96
$568K 0.35%
+3,032
97
$565K 0.35%
11,357
+3,154
98
$559K 0.35%
+813
99
$558K 0.35%
6,677
+3,293
100
$556K 0.34%
15,982
+2,375
2 3
4
5 6