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
201
$330K 0.2%
+1,800
202
$330K 0.2%
5,405
-2,063
203
$330K 0.2%
+2,893
204
$330K 0.2%
+4,728
205
$327K 0.2%
+6,497
206
$327K 0.2%
+4,989
207
$327K 0.2%
+5,210
208
$325K 0.2%
2,853
-502
209
$325K 0.2%
+2,272
210
$321K 0.2%
+20,112
211
$320K 0.2%
+3,443
212
$319K 0.2%
+4,792
213
$319K 0.2%
+1,824
214
$318K 0.2%
4,103
-2,355
215
$317K 0.2%
+488
216
$317K 0.2%
+9,329
217
$317K 0.2%
+11,872
218
$315K 0.2%
+11,037
219
$314K 0.19%
+7,048
220
$310K 0.19%
3,848
-256
221
$310K 0.19%
+1,292
222
$308K 0.19%
+3,368
223
$307K 0.19%
+7,013
224
$307K 0.19%
+3,889
225
$305K 0.19%
+3,391
7 8
9
10 11