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
$248M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.46M
3
+$4.38M
4
DAL icon
Delta Air Lines
DAL
+$3.62M
5
MAR icon
Marriott International
MAR
+$3.27M

Top Sells

1
+$5.89M
2
+$4.98M
3
+$4.97M
4
ECL icon
Ecolab
ECL
+$4.61M
5
EIX icon
Edison International
EIX
+$4.33M

Sector Composition

1 Financials 22.78%
2 Industrials 19.96%
3 Consumer Discretionary 11.58%
4 Real Estate 10.37%
5 Technology 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$367K 0.15%
+15,755
177
$362K 0.15%
6,112
-1,382
178
$345K 0.14%
+3,464
179
$338K 0.14%
+3,859
180
$337K 0.14%
+3,787
181
$334K 0.13%
+5,351
182
$331K 0.13%
4,350
-12,146
183
$331K 0.13%
+12,218
184
$330K 0.13%
1,758
-18,997
185
$326K 0.13%
4,602
-6,612
186
$323K 0.13%
+1,780
187
$308K 0.12%
+21,800
188
$307K 0.12%
+2,928
189
$306K 0.12%
+4,567
190
$302K 0.12%
4,465
-9,943
191
$297K 0.12%
+1,855
192
$277K 0.11%
+7,949
193
$270K 0.11%
+7,315
194
$268K 0.11%
+7,092
195
$260K 0.1%
+3,892
196
$258K 0.1%
+6,480
197
$256K 0.1%
+6,773
198
$251K 0.1%
5,474
+533
199
$248K 0.1%
1,775
-7,863
200
$231K 0.09%
+6,486
6 7
8
9 10