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
201
$349K 0.22%
+11,382
202
$349K 0.22%
+13,985
203
$348K 0.22%
+4,835
204
$348K 0.22%
+4,135
205
$348K 0.22%
+4,151
206
$346K 0.22%
+4,771
207
$345K 0.22%
+9,111
208
$344K 0.22%
+3,147
209
$343K 0.22%
+3,635
210
$343K 0.22%
+80,000
211
$342K 0.22%
+16,017
212
$341K 0.22%
+3,462
213
$340K 0.22%
+8,592
214
$336K 0.21%
4,600
-861
215
$336K 0.21%
+2,336
216
$336K 0.21%
+4,722
217
$335K 0.21%
+4,699
218
$334K 0.21%
4,191
-2,156
219
$331K 0.21%
+22,301
220
$331K 0.21%
+2,312
221
$328K 0.21%
+17,390
222
$328K 0.21%
+26,610
223
$326K 0.21%
+9,232
224
$326K 0.21%
+6,346
225
$324K 0.21%
+4,454
7 8
9
10 11