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
101
$366K 0.32%
+3,489
102
$365K 0.32%
210
+52
103
$364K 0.32%
+1,882
104
$362K 0.32%
+2,029
105
$359K 0.32%
+956
106
$356K 0.31%
+5,803
107
$354K 0.31%
+6,642
108
$351K 0.31%
+11,797
109
$350K 0.31%
+1,725
110
$350K 0.31%
+2,396
111
$349K 0.31%
6,452
+919
112
$349K 0.31%
+25,560
113
$349K 0.31%
+23,046
114
$347K 0.31%
5,088
-3,054
115
$346K 0.31%
+11,647
116
$344K 0.3%
11,154
+1,711
117
$343K 0.3%
+8,029
118
$343K 0.3%
+6,479
119
$341K 0.3%
7,710
-1,736
120
$340K 0.3%
+6,645
121
$340K 0.3%
+8,288
122
$338K 0.3%
5,122
+987
123
$336K 0.3%
+5,546
124
$336K 0.3%
+3,198
125
$335K 0.3%
3,612
+869
3 4
5
6 7