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
151
$416K 0.26%
+10,953
152
$411K 0.25%
+3,497
153
$410K 0.25%
+3,896
154
$409K 0.25%
+15,804
155
$409K 0.25%
78,822
+21,431
156
$408K 0.25%
+6,421
157
$408K 0.25%
+2,385
158
$406K 0.25%
+5,067
159
$404K 0.25%
+25,811
160
$401K 0.25%
+7,657
161
$396K 0.25%
+8,994
162
$394K 0.24%
+5,395
163
$392K 0.24%
4,055
+1,576
164
$391K 0.24%
+18,148
165
$388K 0.24%
+15,620
166
$388K 0.24%
+3,583
167
$387K 0.24%
6,826
-6,367
168
$387K 0.24%
4,595
+2,007
169
$387K 0.24%
+1,913
170
$382K 0.24%
+2,442
171
$381K 0.24%
+2,488
172
$379K 0.23%
+2,159
173
$376K 0.23%
+3,872
174
$376K 0.23%
+6,606
175
$375K 0.23%
8,385
+4,119
5 6
7
8 9