GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$276M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.01M
3
+$5.28M
4
C icon
Citigroup
C
+$5.28M
5
RTN
Raytheon Company
RTN
+$5.03M

Top Sells

1
+$5.15M
2
+$4.9M
3
+$4.03M
4
NI icon
NiSource
NI
+$2.96M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Sector Composition

1 Industrials 22.87%
2 Financials 20.1%
3 Consumer Discretionary 13.77%
4 Utilities 9.04%
5 Real Estate 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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