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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$287K 0.14%
+2,890
252
$284K 0.13%
+3,969
253
$284K 0.13%
+3,121
254
$282K 0.13%
+15,285
255
$280K 0.13%
+3,386
256
$280K 0.13%
+5,483
257
$279K 0.13%
+4,650
258
$276K 0.13%
+3,966
259
$276K 0.13%
1,120
-444
260
$274K 0.13%
+2,144
261
$273K 0.13%
4,316
-23
262
$272K 0.13%
+4,384
263
$272K 0.13%
+4,995
264
$271K 0.13%
+11,520
265
$268K 0.13%
+685
266
$268K 0.13%
+2,398
267
$265K 0.12%
4,094
-870
268
$263K 0.12%
+3,591
269
$262K 0.12%
+1,957
270
$261K 0.12%
11,245
+7,399
271
$260K 0.12%
+2,000
272
$258K 0.12%
+423
273
$256K 0.12%
4,725
-1,891
274
$250K 0.12%
1,265
+368
275
$248K 0.12%
+4,599
9 10
11
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