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
1
$2.52M 2.22%
+33,797
2
$1.62M 1.43%
14,087
-4,330
3
$1.47M 1.3%
23,279
+19,356
4
$1.42M 1.25%
+5,570
5
$1.42M 1.25%
13,850
+11,382
6
$1.33M 1.17%
+20,527
7
$1.22M 1.08%
+35,812
8
$1.1M 0.97%
+60,895
9
$1.07M 0.94%
+19,998
10
$1.07M 0.94%
+37,934
11
$1.02M 0.9%
18,949
+2,084
12
$1.01M 0.89%
+5,320
13
$965K 0.85%
+5,467
14
$897K 0.79%
+13,308
15
$896K 0.79%
26,946
+16,130
16
$858K 0.76%
+4,568
17
$853K 0.75%
+5,033
18
$827K 0.73%
+20,113
19
$793K 0.7%
+22,861
20
$790K 0.7%
14,778
-1,044
21
$785K 0.69%
13,083
+9,434
22
$779K 0.69%
+11,439
23
$778K 0.69%
13,193
+9,683
24
$765K 0.67%
+10,404
25
$754K 0.66%
+10,906
1
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