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
151
$294K 0.29%
+7,564
152
$292K 0.29%
+1,569
153
$289K 0.28%
+158
154
$289K 0.28%
20,717
+6,014
155
$287K 0.28%
+8,477
156
$286K 0.28%
1,982
-1,492
157
$285K 0.28%
+1,997
158
$282K 0.28%
+1,980
159
$282K 0.28%
+10,896
160
$282K 0.28%
+6,986
161
$281K 0.28%
+4,998
162
$280K 0.28%
+1,917
163
$280K 0.28%
+16,432
164
$280K 0.28%
+5,703
165
$279K 0.28%
+3,629
166
$278K 0.27%
7,531
-4,229
167
$278K 0.27%
+4,363
168
$278K 0.27%
+1,878
169
$277K 0.27%
+14,719
170
$276K 0.27%
+6,772
171
$275K 0.27%
+45,101
172
$275K 0.27%
+8,252
173
$273K 0.27%
+6,828
174
$272K 0.27%
5,815
+501
175
$271K 0.27%
+5,563
5 6
7
8 9