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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$347K 0.14%
19,807
-285
227
$347K 0.14%
556
+188
228
$346K 0.14%
17,943
+4,581
229
$344K 0.14%
+6,360
230
$343K 0.14%
+4,450
231
$343K 0.14%
+22,093
232
$343K 0.14%
+12,120
233
$343K 0.14%
2,940
+796
234
$342K 0.14%
+7,647
235
$340K 0.14%
6,358
-5,710
236
$339K 0.14%
+8,548
237
$337K 0.14%
+5,520
238
$336K 0.14%
+5,479
239
$335K 0.14%
+1,389
240
$335K 0.14%
+7,935
241
$332K 0.14%
2,529
-363
242
$331K 0.14%
7,118
+2,592
243
$330K 0.13%
+2,713
244
$330K 0.13%
584
+161
245
$329K 0.13%
+3,680
246
$326K 0.13%
+2,578
247
$324K 0.13%
+7,968
248
$324K 0.13%
1,592
+587
249
$319K 0.13%
+4,578
250
$316K 0.13%
+6,955
8 9
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