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
201
$244K 0.24%
1,572
-433
202
$243K 0.24%
4,784
-2,902
203
$243K 0.24%
+6,293
204
$242K 0.24%
+13,460
205
$241K 0.24%
+2,257
206
$241K 0.24%
+8,469
207
$240K 0.24%
+2,825
208
$239K 0.24%
+8,252
209
$238K 0.23%
+3,649
210
$237K 0.23%
6,650
-3,702
211
$237K 0.23%
+6,144
212
$237K 0.23%
2,068
-480
213
$236K 0.23%
+2,999
214
$236K 0.23%
929
-2,142
215
$236K 0.23%
+5,746
216
$236K 0.23%
2,987
+66
217
$235K 0.23%
+1,030
218
$233K 0.23%
8,324
-5,367
219
$232K 0.23%
+2,187
220
$232K 0.23%
+4,135
221
$231K 0.23%
+7,029
222
$231K 0.23%
+14,063
223
$231K 0.23%
+2,468
224
$230K 0.23%
+2,494
225
$229K 0.23%
+3,854
7 8
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