GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.31%
3 Consumer Discretionary 11.69%
4 Technology 10.04%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$294K 0.17%
+4,299
252
$293K 0.17%
2,614
-1,021
253
$290K 0.17%
+4,157
254
$290K 0.17%
11,965
-3,367
255
$290K 0.17%
+8,915
256
$288K 0.17%
+7,749
257
$288K 0.17%
6,345
+1,866
258
$288K 0.17%
7,946
-3,611
259
$288K 0.17%
33,709
+11,436
260
$288K 0.17%
7,467
-1,125
261
$286K 0.17%
5,062
-2,388
262
$286K 0.17%
12,135
-25,197
263
$286K 0.17%
+6,925
264
$285K 0.17%
+3,880
265
$285K 0.17%
+8,040
266
$284K 0.17%
+9,051
267
$284K 0.17%
35,360
+1,806
268
$280K 0.17%
+2,576
269
$280K 0.17%
17,583
-4,298
270
$279K 0.17%
+3,752
271
$279K 0.17%
13,078
+1,857
272
$279K 0.17%
+5,598
273
$273K 0.16%
1,456
-1,807
274
$273K 0.16%
+2,645
275
$273K 0.16%
+13,156
9 10
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