We are live on ! Find out more
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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.49M
3
+$4.35M
4
TFC icon
Truist Financial
TFC
+$3.97M
5
AMT icon
American Tower
AMT
+$3.5M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.17M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.29%
2 Financials 13.86%
3 Industrials 12.3%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-17,755
277
– –
-17,494
278
– –
-12,134
279
– –
-3,996
280
– –
-5,900
281
– –
-13,738
282
– –
-2,554
283
– –
-16,781
284
– –
-11,275
285
– –
-3,398
286
– –
-15,002
287
– –
-2,196
288
– –
-2,529
289
– –
-6,888
290
– –
-14,133
291
– –
-8,153
292
– –
-44,163
293
– –
-9,082
294
– –
-6,203
295
– –
-14,467
296
– –
-67,323
297
– –
-2,554
298
– –
-6,600
299
– –
-47,100
300
– –
-12,762
10 11
12
13 14