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
1
$3.25M 2.01%
62,336
+42,223
2
$2.1M 1.3%
31,071
-2,726
3
$2.07M 1.28%
+18,826
4
$1.8M 1.11%
23,050
+16,146
5
$1.59M 0.98%
+13,682
6
$1.53M 0.95%
12,189
+8,700
7
$1.51M 0.93%
+32,988
8
$1.44M 0.89%
+40,429
9
$1.4M 0.86%
+12,783
10
$1.38M 0.86%
+10,190
11
$1.28M 0.8%
+8,710
12
$1.19M 0.74%
+5,387
13
$1.17M 0.72%
+7,711
14
$1.14M 0.71%
+13,915
15
$1.14M 0.7%
+16,721
16
$1.1M 0.68%
+24,396
17
$1.1M 0.68%
+6,354
18
$1.07M 0.66%
+25,504
19
$1.02M 0.63%
6,877
+1,844
20
$988K 0.61%
+9,014
21
$981K 0.61%
+9,781
22
$972K 0.6%
12,814
+9,506
23
$949K 0.59%
+13,188
24
$944K 0.58%
+6,024
25
$936K 0.58%
14,495
+9,137
1
2 3 4 5