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
101
$347K 0.34%
+1,423
102
$347K 0.34%
+17,085
103
$344K 0.34%
12,802
+1,860
104
$341K 0.34%
25,012
+6,495
105
$339K 0.33%
17,192
-957
106
$339K 0.33%
+8,375
107
$339K 0.33%
+7,831
108
$338K 0.33%
+1,880
109
$337K 0.33%
30,564
-19,514
110
$337K 0.33%
8,759
-770
111
$337K 0.33%
2,964
-2,317
112
$336K 0.33%
+15,342
113
$336K 0.33%
+3,359
114
$333K 0.33%
+3,936
115
$329K 0.32%
+6,835
116
$326K 0.32%
+8,306
117
$324K 0.32%
+5,533
118
$324K 0.32%
+5,504
119
$322K 0.32%
+12,039
120
$321K 0.32%
+13,740
121
$320K 0.32%
12,051
-5,874
122
$320K 0.32%
+1,359
123
$319K 0.31%
+2,532
124
$319K 0.31%
5,410
+1,184
125
$314K 0.31%
1,532
-47
3 4
5
6 7