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
$157M
AUM Growth
-$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.25M
3
+$1.1M
4
COF icon
Capital One
COF
+$1.09M
5
PRU icon
Prudential Financial
PRU
+$1.06M

Top Sells

1
+$4.63M
2
+$4.33M
3
+$4.19M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
JPM icon
JPMorgan Chase
JPM
+$3.97M

Sector Composition

1 Technology 13.96%
2 Industrials 13.91%
3 Financials 13.78%
4 Healthcare 11.82%
5 Consumer Discretionary 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$393K 0.25%
+6,458
152
$391K 0.25%
+11,306
153
$388K 0.25%
+624
154
$388K 0.25%
+10,488
155
$385K 0.25%
+6,071
156
$384K 0.25%
+2,626
157
$384K 0.25%
+33,102
158
$384K 0.25%
+6,033
159
$384K 0.25%
+6,567
160
$384K 0.25%
+20,458
161
$381K 0.24%
+7,968
162
$381K 0.24%
+10,908
163
$380K 0.24%
+4,622
164
$380K 0.24%
+9,571
165
$379K 0.24%
4,506
+428
166
$378K 0.24%
+7,186
167
$377K 0.24%
+4,808
168
$377K 0.24%
+15,747
169
$377K 0.24%
+2,055
170
$375K 0.24%
+5,415
171
$374K 0.24%
6,351
-4,429
172
$373K 0.24%
+6,258
173
$373K 0.24%
+5,088
174
$370K 0.24%
+9,621
175
$368K 0.24%
+19,257
5 6
7
8 9