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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.31%
3 Consumer Discretionary 11.69%
4 Technology 10.04%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.19%
5,255
-814
227
$321K 0.19%
+7,229
228
$320K 0.19%
+15,285
229
$320K 0.19%
+5,012
230
$319K 0.19%
27,051
+5,460
231
$319K 0.19%
5,516
+4
232
$318K 0.19%
+9,100
233
$318K 0.19%
13,415
-5,348
234
$317K 0.19%
+14,042
235
$317K 0.19%
4,045
+266
236
$316K 0.19%
9,542
+982
237
$315K 0.19%
+12,301
238
$315K 0.19%
2,250
-1,005
239
$313K 0.19%
+6,680
240
$313K 0.19%
+1,679
241
$312K 0.19%
5,616
-2,352
242
$311K 0.19%
21,081
-10,169
243
$309K 0.18%
1,873
+402
244
$307K 0.18%
+15,828
245
$307K 0.18%
+5,789
246
$302K 0.18%
+10,187
247
$301K 0.18%
+3,481
248
$299K 0.18%
+18,400
249
$299K 0.18%
+5,838
250
$295K 0.18%
+5,618
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