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
176
$286K 0.25%
5,590
-1,245
177
$286K 0.25%
+4,717
178
$286K 0.25%
+4,099
179
$285K 0.25%
+5,083
180
$282K 0.25%
+5,957
181
$280K 0.25%
+4,949
182
$277K 0.24%
6,859
-127
183
$277K 0.24%
+3,763
184
$276K 0.24%
+12,643
185
$276K 0.24%
+11,326
186
$275K 0.24%
+9,344
187
$271K 0.24%
+4,398
188
$271K 0.24%
+3,245
189
$270K 0.24%
+4,408
190
$268K 0.24%
+9,205
191
$268K 0.24%
12,883
+1,815
192
$261K 0.23%
1,590
-1,798
193
$261K 0.23%
3,765
-1,511
194
$260K 0.23%
+2,930
195
$260K 0.23%
6,796
-3,422
196
$258K 0.23%
13,344
-1,375
197
$257K 0.23%
+6,723
198
$256K 0.23%
+5,726
199
$256K 0.23%
+3,992
200
$255K 0.22%
2,862
-1,536
6 7
8
9 10