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GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.01M
3
+$5.28M
4
C icon
Citigroup
C
+$5.28M
5
RTN
Raytheon Company
RTN
+$5.03M

Top Sells

1
+$5.15M
2
+$4.9M
3
+$4.03M
4
NI icon
NiSource
NI
+$2.96M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Sector Composition

1 Industrials 22.87%
2 Financials 20.1%
3 Consumer Discretionary 13.77%
4 Utilities 9.04%
5 Real Estate 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$217K 0.08%
+7,008
227
$209K 0.08%
+6,090
228
$209K 0.08%
7,439
-15,166
229
$208K 0.08%
+5,368
230
$208K 0.08%
1,298
-2,430
231
$203K 0.07%
+3,502
232
$200K 0.07%
+4,113
233
$179K 0.06%
+16,222
234
$169K 0.06%
+3,076
235
$167K 0.06%
+11,286
236
$84K 0.03%
2,060
-9,139
237
– –
-15,962
238
– –
-17,014
239
– –
-9,586
240
– –
-20,410
241
– –
-9,832
242
– –
-25,748
243
– –
-44,526
244
– –
-8,290
245
– –
-3,660
246
– –
-5,772
247
– –
-44,440
248
– –
-2,175
249
– –
-10,046
250
– –
-5,574
8 9
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