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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$320K 0.15%
+1,996
227
$319K 0.15%
+161
228
$319K 0.15%
3,000
-138
229
$317K 0.15%
4,114
+910
230
$313K 0.15%
+6,061
231
$313K 0.15%
+5,381
232
$312K 0.15%
+3,891
233
$311K 0.15%
8,063
-10,676
234
$311K 0.15%
6,270
+509
235
$311K 0.15%
+964
236
$309K 0.15%
+7,272
237
$307K 0.14%
1,669
-840
238
$307K 0.14%
3,316
-5,762
239
$305K 0.14%
+5,926
240
$303K 0.14%
4,526
-2,240
241
$303K 0.14%
+3,975
242
$299K 0.14%
9,510
-3,780
243
$298K 0.14%
4,232
-190
244
$296K 0.14%
+10,174
245
$295K 0.14%
2,690
-1,450
246
$293K 0.14%
+1,086
247
$293K 0.14%
+28,584
248
$291K 0.14%
+7,962
249
$288K 0.14%
+1,178
250
$287K 0.14%
+10,054
8 9
10
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