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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$280K 0.14%
4,304
+368
277
$275K 0.14%
11,809
-12,305
278
$273K 0.14%
7,733
-580
279
$272K 0.14%
+13,639
280
$271K 0.14%
5,761
+1,537
281
$271K 0.14%
9,997
-12,063
282
$270K 0.14%
+4,729
283
$269K 0.13%
3,130
+1,139
284
$267K 0.13%
+3,115
285
$266K 0.13%
14,691
-11,120
286
$266K 0.13%
4,505
-558
287
$264K 0.13%
+6,119
288
$262K 0.13%
+2,927
289
$262K 0.13%
+8,535
290
$262K 0.13%
+2,066
291
$262K 0.13%
+10,276
292
$260K 0.13%
+2,450
293
$258K 0.13%
+7,210
294
$250K 0.13%
+3,423
295
$249K 0.12%
1,877
-1,620
296
$249K 0.12%
+1,486
297
$247K 0.12%
+3,370
298
$245K 0.12%
+6,241
299
$243K 0.12%
20,168
+1,776
300
$243K 0.12%
+2,465
10 11
12
13 14