GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
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
126
$335K 0.3%
57,391
+12,290
127
$335K 0.3%
+13,637
128
$334K 0.29%
+7,848
129
$334K 0.29%
4,363
+1,376
130
$332K 0.29%
+6,319
131
$332K 0.29%
+11,553
132
$331K 0.29%
2,468
-2,594
133
$331K 0.29%
5,358
-2,147
134
$330K 0.29%
+143
135
$329K 0.29%
+12,202
136
$328K 0.29%
+2,403
137
$328K 0.29%
+10,086
138
$327K 0.29%
+6,614
139
$326K 0.29%
1,022
-619
140
$326K 0.29%
3,309
-3,044
141
$325K 0.29%
+8,755
142
$325K 0.29%
+4,240
143
$324K 0.29%
+16,343
144
$322K 0.28%
+4,637
145
$318K 0.28%
+2,076
146
$318K 0.28%
+6,813
147
$317K 0.28%
+5,915
148
$317K 0.28%
+4,135
149
$316K 0.28%
+3,977
150
$314K 0.28%
+1,978
4 5
6
7 8