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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$315K 0.13%
+2,543
252
$314K 0.13%
+1,786
253
$313K 0.13%
+5,834
254
$312K 0.13%
+15,167
255
$311K 0.13%
5,214
-500
256
$310K 0.13%
+5,384
257
$309K 0.13%
2,446
+450
258
$307K 0.13%
+19,839
259
$306K 0.12%
+1,016
260
$304K 0.12%
+14,787
261
$299K 0.12%
+2,925
262
$298K 0.12%
+12,925
263
$296K 0.12%
3,237
-875
264
$295K 0.12%
+11,781
265
$293K 0.12%
+11,791
266
$292K 0.12%
+4,844
267
$290K 0.12%
+7,327
268
$289K 0.12%
1,279
+193
269
$289K 0.12%
+9,566
270
$288K 0.12%
12,899
+2,945
271
$285K 0.12%
+4,791
272
$284K 0.12%
1,358
+673
273
$284K 0.12%
+6,306
274
$280K 0.11%
14,831
+5,102
275
$280K 0.11%
+4,565
9 10
11
12 13