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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$345K 0.17%
+6,507
227
$344K 0.17%
4,693
+1,070
228
$343K 0.17%
+6,960
229
$340K 0.17%
+6,548
230
$338K 0.17%
+3,758
231
$336K 0.17%
+7,975
232
$334K 0.17%
+1,152
233
$330K 0.17%
+3,152
234
$329K 0.16%
+6,370
235
$328K 0.16%
+9,459
236
$327K 0.16%
+37,850
237
$326K 0.16%
+3,316
238
$325K 0.16%
+15,571
239
$325K 0.16%
+13,188
240
$324K 0.16%
+1,457
241
$323K 0.16%
4,964
-4,456
242
$322K 0.16%
+2,226
243
$318K 0.16%
1,460
-2,686
244
$318K 0.16%
3,750
-537
245
$314K 0.16%
+4,843
246
$313K 0.16%
+4,801
247
$313K 0.16%
+3,877
248
$312K 0.16%
+4,805
249
$311K 0.16%
+18,276
250
$311K 0.16%
1,564
-4
8 9
10
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