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
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-16,593
256
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257
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258
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-7,559
259
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261
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262
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263
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-6,147
264
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-5,133
265
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266
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267
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268
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269
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-128,715
270
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-8,083
271
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272
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275
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-14,058
9 10
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