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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$292K 0.1%
+1,511
227
$292K 0.1%
+3,374
228
$282K 0.1%
+12,621
229
$271K 0.09%
+5,057
230
$265K 0.09%
+2,335
231
$262K 0.09%
+5,962
232
$261K 0.09%
+4,972
233
$255K 0.09%
+19,048
234
$253K 0.09%
+3,050
235
$252K 0.09%
5,424
-837
236
$247K 0.09%
+4,017
237
$246K 0.08%
14,093
-38,734
238
$240K 0.08%
5,192
-207
239
$238K 0.08%
+758
240
$237K 0.08%
+3,565
241
$234K 0.08%
4,711
-33,333
242
$232K 0.08%
2,487
-250
243
$231K 0.08%
+2,532
244
$224K 0.08%
2,947
-5,362
245
$223K 0.08%
1,541
-223
246
$219K 0.08%
+555
247
$217K 0.07%
+2,860
248
$210K 0.07%
+1,545
249
$209K 0.07%
+2,628
250
$206K 0.07%
+3,339
8 9
10
11 12