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
176
$368K 0.24%
+15,711
177
$367K 0.23%
+4,952
178
$367K 0.23%
9,273
-1,921
179
$366K 0.23%
+11,688
180
$366K 0.23%
+16,660
181
$365K 0.23%
+15,818
182
$365K 0.23%
+29,323
183
$364K 0.23%
+5,455
184
$363K 0.23%
4,857
-4,296
185
$363K 0.23%
+15,726
186
$363K 0.23%
+35,492
187
$362K 0.23%
+2,826
188
$362K 0.23%
+6,757
189
$361K 0.23%
+7,188
190
$361K 0.23%
39,672
+12,567
191
$359K 0.23%
+28,733
192
$358K 0.23%
+8,258
193
$357K 0.23%
+7,640
194
$355K 0.23%
+4,056
195
$354K 0.23%
+30,392
196
$354K 0.23%
6,069
-309
197
$354K 0.23%
+11,466
198
$354K 0.23%
+21,881
199
$353K 0.23%
+6,247
200
$351K 0.22%
+4,098
6 7
8
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