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
$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
151
$314K 0.28%
+15,844
152
$314K 0.28%
+1,655
153
$313K 0.28%
2,050
+53
154
$312K 0.28%
+2,097
155
$312K 0.28%
+24,673
156
$311K 0.27%
+3,587
157
$311K 0.27%
+4,870
158
$309K 0.27%
+2,212
159
$309K 0.27%
+2,256
160
$309K 0.27%
+7,196
161
$305K 0.27%
+1,953
162
$305K 0.27%
+14,885
163
$305K 0.27%
+11,435
164
$301K 0.27%
4,488
-5,736
165
$300K 0.26%
2,543
+356
166
$300K 0.26%
+3,541
167
$297K 0.26%
+6,213
168
$297K 0.26%
+3,324
169
$296K 0.26%
+7,894
170
$294K 0.26%
+50,900
171
$292K 0.26%
+3,597
172
$291K 0.26%
+4,104
173
$291K 0.26%
28,780
+6,290
174
$288K 0.25%
+2,530
175
$286K 0.25%
+6,836
5 6
7
8 9