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
176
$370K 0.23%
+2,736
177
$367K 0.23%
6,257
+1,174
178
$366K 0.23%
+9,044
179
$365K 0.23%
+10,881
180
$363K 0.22%
+6,436
181
$360K 0.22%
3,591
+282
182
$360K 0.22%
+2,097
183
$358K 0.22%
+11,148
184
$357K 0.22%
+12,871
185
$357K 0.22%
+4,675
186
$357K 0.22%
8,229
-6,844
187
$357K 0.22%
3,145
+854
188
$355K 0.22%
+6,896
189
$352K 0.22%
+6,772
190
$352K 0.22%
+4,077
191
$351K 0.22%
12,999
-278
192
$350K 0.22%
2,054
-1,932
193
$350K 0.22%
5,617
-298
194
$345K 0.21%
+2,452
195
$344K 0.21%
+2,573
196
$342K 0.21%
+7,650
197
$335K 0.21%
+16,351
198
$333K 0.21%
+2,841
199
$332K 0.21%
+287
200
$332K 0.21%
1,865
-3,455
6 7
8
9 10