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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$273K 0.16%
18,183
-3,330
277
$272K 0.16%
+6,941
278
$271K 0.16%
+4,530
279
$271K 0.16%
9,148
-11,130
280
$269K 0.16%
16,882
-9,158
281
$269K 0.16%
+1,082
282
$266K 0.16%
+4,255
283
$266K 0.16%
+5,842
284
$265K 0.16%
4,508
-738
285
$265K 0.16%
+2,558
286
$265K 0.16%
+3,556
287
$264K 0.16%
+1,151
288
$264K 0.16%
17,029
-15,915
289
$264K 0.16%
7,899
-435
290
$264K 0.16%
8,123
-10,725
291
$264K 0.16%
+11,383
292
$262K 0.16%
+4,442
293
$262K 0.16%
+3,409
294
$262K 0.16%
+11,586
295
$262K 0.16%
+4,453
296
$261K 0.16%
19,774
-13,328
297
$261K 0.16%
+2,153
298
$260K 0.15%
8,886
-2,496
299
$256K 0.15%
6,110
+1,482
300
$255K 0.15%
+4,815
10 11
12
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