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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$278K 0.11%
+3,309
277
$278K 0.11%
+7,787
278
$277K 0.11%
+948
279
$275K 0.11%
+3,882
280
$275K 0.11%
+11,331
281
$273K 0.11%
+19,193
282
$272K 0.11%
+5,977
283
$271K 0.11%
+1,243
284
$269K 0.11%
+5,415
285
$262K 0.11%
+8,227
286
$262K 0.11%
+2,903
287
$261K 0.11%
1,636
-14,524
288
$261K 0.11%
+3,882
289
$260K 0.11%
2,664
-8,006
290
$260K 0.11%
+8,125
291
$258K 0.11%
+1,052
292
$257K 0.1%
6,639
+695
293
$257K 0.1%
19,236
-16,278
294
$257K 0.1%
+6,031
295
$255K 0.1%
4,324
-113
296
$255K 0.1%
8,938
+2,474
297
$255K 0.1%
+12,959
298
$254K 0.1%
+1,726
299
$254K 0.1%
1,476
-3,862
300
$254K 0.1%
+8,961
10 11
12
13 14