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
1
$1.43M 0.91%
+45,991
2
$1.27M 0.81%
36,594
-34,199
3
$1.25M 0.8%
+51,384
4
$1.1M 0.7%
43,723
+4,583
5
$1.1M 0.7%
+25,949
6
$1.09M 0.69%
+12,439
7
$1.07M 0.69%
43,961
+26,940
8
$1.06M 0.68%
+10,225
9
$1.02M 0.65%
+15,742
10
$938K 0.6%
13,183
-29,941
11
$897K 0.57%
+8,937
12
$853K 0.54%
4,801
+3,375
13
$839K 0.54%
+21,990
14
$836K 0.53%
17,638
-43,571
15
$831K 0.53%
+16,671
16
$821K 0.52%
+55,054
17
$803K 0.51%
+57,823
18
$802K 0.51%
+13,652
19
$783K 0.5%
+10,922
20
$769K 0.49%
+13,560
21
$765K 0.49%
+13,629
22
$761K 0.49%
+16,460
23
$760K 0.49%
23,524
+12,197
24
$758K 0.48%
+11,625
25
$749K 0.48%
+14,189
1
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