We are live on ! Find out more
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
$90.9M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.03M
3
+$964K
4
SO icon
Southern Company
SO
+$906K
5
TER icon
Teradyne
TER
+$885K

Top Sells

1
+$1.54M
2
+$1.47M
3
+$1.45M
4
FLR icon
Fluor
FLR
+$1.41M
5
CFG icon
Citizens Financial Group
CFG
+$1.36M

Sector Composition

1 Financials 19.64%
2 Industrials 13.19%
3 Technology 12.46%
4 Real Estate 10.6%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,883
252
– –
-11,932
253
– –
-11,670
254
– –
-16,322
255
– –
-3,423
256
– –
-6,925
257
– –
-88,421
258
– –
-5,789
259
– –
-5,598
260
– –
-15,046
261
– –
-1,082
262
– –
-3,676
263
– –
-4,453
264
– –
-25,170
265
– –
-4,508
266
– –
-32,510
267
– –
-14,488
268
– –
-15,913
269
– –
-16,649
270
– –
-4,473
271
– –
-6,208
272
– –
-16,716
273
– –
-32,930
274
– –
-12,525
275
– –
-3,880
9 10
11
12 13