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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$347K 0.12%
+9,438
252
$343K 0.12%
+10,815
253
$340K 0.12%
+5,877
254
$340K 0.12%
+6,680
255
$338K 0.12%
+14,869
256
$334K 0.12%
7,725
+1,694
257
$328K 0.12%
2,658
+819
258
$328K 0.12%
+15,002
259
$324K 0.12%
+4,288
260
$324K 0.12%
5,968
-27,459
261
$323K 0.12%
+15,130
262
$323K 0.12%
7,010
+55
263
$322K 0.12%
+7,991
264
$320K 0.11%
+6,103
265
$318K 0.11%
+6,261
266
$317K 0.11%
+6,385
267
$317K 0.11%
6,476
-10,489
268
$315K 0.11%
+2,597
269
$313K 0.11%
+4,119
270
$311K 0.11%
+8,730
271
$311K 0.11%
11,677
-7,118
272
$310K 0.11%
10,587
-28,304
273
$308K 0.11%
+10,760
274
$307K 0.11%
+3,606
275
$307K 0.11%
+4,289
9 10
11
12 13