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
$172M
AUM Growth
+$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$3.84M
4
MA icon
Mastercard
MA
+$3.75M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.65M

Top Sells

1
+$1.96M
2
+$1.83M
3
+$1.75M
4
ADBE icon
Adobe
ADBE
+$1.58M
5
WU icon
Western Union
WU
+$1.48M

Sector Composition

1 Financials 34.6%
2 Industrials 11.89%
3 Technology 11.73%
4 Real Estate 10.33%
5 Utilities 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
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