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
176
$270K 0.27%
7,070
-10,152
177
$269K 0.27%
+2,411
178
$266K 0.26%
+6,904
179
$266K 0.26%
+13,786
180
$266K 0.26%
+5,224
181
$265K 0.26%
+4,711
182
$263K 0.26%
9,443
-5,608
183
$262K 0.26%
22,490
-4,300
184
$255K 0.25%
+14,939
185
$254K 0.25%
+12,757
186
$254K 0.25%
+9,776
187
$252K 0.25%
8,110
-1,356
188
$252K 0.25%
+8,890
189
$252K 0.25%
+7,323
190
$252K 0.25%
+2,937
191
$251K 0.25%
+2,430
192
$250K 0.25%
+1,033
193
$248K 0.24%
2,743
+43
194
$248K 0.24%
1,626
+164
195
$247K 0.24%
+3,849
196
$247K 0.24%
9,330
+2,771
197
$247K 0.24%
4,652
+668
198
$246K 0.24%
+3,080
199
$245K 0.24%
1,569
-1,137
200
$245K 0.24%
10,665
+110
6 7
8
9 10