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
1
$2.23M 2.2%
+88,016
2
$1.96M 1.93%
18,417
+15,144
3
$1.67M 1.65%
+26,616
4
$1.66M 1.63%
19,581
+9,160
5
$1.46M 1.44%
30,344
+16,766
6
$1.04M 1.03%
+10,914
7
$1.03M 1.02%
12,812
+3,551
8
$984K 0.97%
9,657
+7,306
9
$903K 0.89%
+15,822
10
$894K 0.88%
+16,865
11
$816K 0.8%
29,306
+21,473
12
$798K 0.79%
+4,939
13
$783K 0.77%
+19,394
14
$712K 0.7%
+27,336
15
$699K 0.69%
+14,490
16
$666K 0.66%
+3,805
17
$656K 0.65%
+10,224
18
$652K 0.64%
+8,445
19
$651K 0.64%
+2,514
20
$646K 0.64%
+34,842
21
$637K 0.63%
16,875
+9,848
22
$630K 0.62%
5,062
+3,040
23
$630K 0.62%
35,197
+13,659
24
$627K 0.62%
4,471
+807
25
$621K 0.61%
106,229
+40,702
1
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