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
101
$298K 0.37%
+3,891
102
$295K 0.37%
4,379
-14,736
103
$290K 0.36%
+4,237
104
$284K 0.35%
+8,170
105
$283K 0.35%
+5,471
106
$256K 0.32%
7,109
-6,973
107
$255K 0.32%
+7,146
108
$253K 0.32%
+3,797
109
$246K 0.31%
+3,087
110
$240K 0.3%
+5,163
111
$238K 0.3%
+3,376
112
$229K 0.29%
+2,172
113
$226K 0.28%
+10,017
114
$225K 0.28%
+10,758
115
$225K 0.28%
7,304
-736
116
$223K 0.28%
3,418
-7,981
117
$222K 0.28%
+2,902
118
$222K 0.28%
3,334
-6,392
119
$220K 0.27%
+28,056
120
$219K 0.27%
+6,954
121
$218K 0.27%
2,918
-6,425
122
$217K 0.27%
+4,382
123
$217K 0.27%
+2,623
124
$213K 0.27%
7,227
-16,303
125
$211K 0.26%
+2,405
3 4
5
6 7