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
201
$253K 0.22%
+3,545
202
$253K 0.22%
+16,625
203
$252K 0.22%
+2,479
204
$252K 0.22%
+4,363
205
$251K 0.22%
4,809
-7,059
206
$250K 0.22%
+4,657
207
$250K 0.22%
+5,291
208
$250K 0.22%
2,186
-1,709
209
$248K 0.22%
+9,459
210
$246K 0.22%
+5,026
211
$245K 0.22%
+2,050
212
$245K 0.22%
+2,267
213
$244K 0.22%
+7,210
214
$244K 0.22%
+1,720
215
$244K 0.22%
+3,308
216
$244K 0.22%
3,384
-979
217
$244K 0.22%
10,703
+38
218
$242K 0.21%
+9,468
219
$241K 0.21%
1,829
-1,616
220
$240K 0.21%
6,570
-3,970
221
$239K 0.21%
7,170
-1,082
222
$237K 0.21%
+4,392
223
$236K 0.21%
+11,283
224
$235K 0.21%
+5,445
225
$235K 0.21%
+2,588
7 8
9
10 11