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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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$4.46M
3
+$4.12M
4
APD icon
Air Products & Chemicals
APD
+$3.54M
5
ALL icon
Allstate
ALL
+$3.43M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.55M
4
STI
SunTrust Banks, Inc.
STI
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.38%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$116K 0.05%
+11,744
227
$108K 0.04%
+2,425
228
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-4,018
229
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-8,738
230
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-24,583
231
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-1,023
232
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-9,758
233
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-4,268
234
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-4,281
235
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-53,188
236
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-17,602
237
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-12,638
238
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-7,092
239
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-2,666
240
– –
-88,770
241
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-143,652
242
– –
-10,652
243
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244
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245
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-6,578
246
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-28,640
247
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-18,889
248
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-22,015
249
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-7,949
250
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-110,635
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