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
$161M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$2.07M
3
+$1.59M
4
MCHP icon
Microchip Technology
MCHP
+$1.51M
5
UDR icon
UDR
UDR
+$1.44M

Top Sells

1
+$1.47M
2
+$1.42M
3
+$1.33M
4
GAP
The Gap Inc
GAP
+$1.22M
5
KIM icon
Kimco Realty
KIM
+$1.1M

Sector Composition

1 Financials 18.53%
2 Technology 14.83%
3 Industrials 13.38%
4 Consumer Discretionary 9.48%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$474K 0.29%
+22,572
127
$472K 0.29%
+9,159
128
$471K 0.29%
9,134
-9,815
129
$470K 0.29%
+11,910
130
$468K 0.29%
+2,292
131
$465K 0.29%
+9,993
132
$464K 0.29%
+1,987
133
$457K 0.28%
17,676
+94
134
$453K 0.28%
+1,778
135
$447K 0.28%
+4,287
136
$446K 0.28%
+6,951
137
$443K 0.27%
+6,999
138
$443K 0.27%
3,188
+932
139
$443K 0.27%
7,275
+150
140
$438K 0.27%
+13,077
141
$438K 0.27%
+2,185
142
$434K 0.27%
+7,628
143
$430K 0.27%
8,737
-14,124
144
$429K 0.27%
12,662
+5,492
145
$428K 0.27%
5,300
+1,535
146
$426K 0.26%
+5,516
147
$424K 0.26%
+2,760
148
$424K 0.26%
+1,687
149
$423K 0.26%
+1,841
150
$422K 0.26%
+27,360
4 5
6
7 8