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
$248M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.46M
3
+$4.38M
4
DAL icon
Delta Air Lines
DAL
+$3.62M
5
MAR icon
Marriott International
MAR
+$3.27M

Top Sells

1
+$5.89M
2
+$4.98M
3
+$4.97M
4
ECL icon
Ecolab
ECL
+$4.61M
5
EIX icon
Edison International
EIX
+$4.33M

Sector Composition

1 Financials 22.78%
2 Industrials 19.96%
3 Consumer Discretionary 11.58%
4 Real Estate 10.37%
5 Technology 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.67M 2.29%
+72,868
2
$4.74M 1.91%
50,861
+12,769
3
$4.46M 1.8%
+27,739
4
$4.38M 1.76%
+59,311
5
$4.13M 1.67%
51,475
+40,688
6
$3.89M 1.57%
86,556
+80,429
7
$3.36M 1.36%
81,871
+76,162
8
$3.19M 1.29%
38,930
+16,471
9
$3.1M 1.25%
+24,652
10
$3.08M 1.24%
68,438
+60,847
11
$3.06M 1.23%
20,372
+17,059
12
$2.99M 1.21%
+53,188
13
$2.88M 1.16%
27,898
+11,761
14
$2.85M 1.15%
+128,032
15
$2.69M 1.08%
+127,972
16
$2.54M 1.03%
+29,203
17
$2.52M 1.02%
+70,598
18
$2.51M 1.01%
22,510
+5,527
19
$2.5M 1.01%
44,154
+34,617
20
$2.48M 1%
24,583
+11,995
21
$2.41M 0.97%
54,493
+13,245
22
$2.36M 0.95%
+30,114
23
$2.35M 0.95%
+41,730
24
$2.29M 0.92%
28,640
-10,525
25
$2.27M 0.91%
44,205
+26,581
1
2 3 4 5