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
126
$314K 0.31%
+10,431
127
$314K 0.31%
4,884
+723
128
$314K 0.31%
+15,722
129
$313K 0.31%
+2,725
130
$311K 0.31%
+4,005
131
$311K 0.31%
+15,340
132
$310K 0.31%
9,304
+2,007
133
$308K 0.3%
+2,574
134
$306K 0.3%
6,315
-1,321
135
$305K 0.3%
+6,069
136
$303K 0.3%
+8,438
137
$303K 0.3%
+3,923
138
$303K 0.3%
+5,501
139
$303K 0.3%
+5,372
140
$301K 0.3%
+9,678
141
$298K 0.29%
+15,243
142
$296K 0.29%
+16,920
143
$296K 0.29%
+8,130
144
$296K 0.29%
+18,417
145
$296K 0.29%
+3,968
146
$296K 0.29%
10,816
-6,715
147
$295K 0.29%
6,736
-1,994
148
$294K 0.29%
+4,924
149
$294K 0.29%
+18,376
150
$294K 0.29%
+5,433
4 5
6
7 8