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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$205K 0.07%
1,816
-5,405
252
$202K 0.07%
4,660
-51,360
253
$151K 0.05%
5,885
-1,999
254
$94K 0.03%
+12,356
255
– –
-13,949
256
– –
-21,448
257
– –
-10,587
258
– –
-873
259
– –
-24,157
260
– –
-11,677
261
– –
-32,036
262
– –
-6,608
263
– –
-7,599
264
– –
-3,991
265
– –
-11,165
266
– –
-9,942
267
– –
-16,593
268
– –
-3,007
269
– –
-10,815
270
– –
-7,559
271
– –
-21,354
272
– –
-12,108
273
– –
-13,173
274
– –
-6,147
275
– –
-5,133
9 10
11
12 13