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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$310K 0.16%
+2,997
252
$307K 0.15%
+2,472
253
$305K 0.15%
5,710
-1,338
254
$303K 0.15%
17,029
-10,331
255
$300K 0.15%
1,357
-802
256
$299K 0.15%
+1,319
257
$299K 0.15%
8,073
-9,067
258
$298K 0.15%
+8,506
259
$297K 0.15%
3,500
-700
260
$297K 0.15%
3,204
+389
261
$295K 0.15%
2,705
+478
262
$295K 0.15%
8,532
+1,506
263
$294K 0.15%
4,339
-1,278
264
$293K 0.15%
+8,097
265
$291K 0.15%
+6,602
266
$288K 0.14%
+4,422
267
$288K 0.14%
+9,348
268
$284K 0.14%
1,882
-8,308
269
$284K 0.14%
+2,917
270
$284K 0.14%
+3,475
271
$283K 0.14%
+1,465
272
$281K 0.14%
2,965
-1,736
273
$281K 0.14%
4,859
-2,769
274
$280K 0.14%
+6,249
275
$280K 0.14%
+1,643
9 10
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