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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$246K 0.12%
+9,093
277
$244K 0.11%
4,020
-839
278
$244K 0.11%
3,845
-960
279
$243K 0.11%
+5,436
280
$243K 0.11%
+16,070
281
$242K 0.11%
+7,970
282
$242K 0.11%
2,094
-903
283
$240K 0.11%
+13,528
284
$240K 0.11%
368
-16
285
$239K 0.11%
+2,940
286
$239K 0.11%
13,628
-1,063
287
$238K 0.11%
+10,727
288
$238K 0.11%
+7,381
289
$236K 0.11%
+1,005
290
$233K 0.11%
+2,089
291
$232K 0.11%
+15,527
292
$232K 0.11%
+5,082
293
$231K 0.11%
+6,464
294
$231K 0.11%
+2,027
295
$230K 0.11%
+2,436
296
$230K 0.11%
+9,954
297
$230K 0.11%
1,683
-997
298
$229K 0.11%
+10,970
299
$227K 0.11%
+5,230
300
$224K 0.11%
+4,867
10 11
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