GCA
Gideon Capital Advisors Portfolio holdings
AUM
$291M
1-Year Return
28.95%
This Quarter Return
+0.46%
1 Year Return
+28.95%
3 Year Return
+37.63%
5 Year Return
+32.15%
10 Year Return
–
AUM
$306M
AUM Growth
+$16M
(+5.5%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
5.42%
Top 10 Holdings %
Top 10 Hldgs %
17.06%
Holding
430
New
176
Increased
46
Reduced
56
Closed
152
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$18M |
| 2 |
Public Storage
PSA
|
$5.51M |
| 3 |
Visa
V
|
$4.13M |
| 4 |
Union Pacific
UNP
|
$4.01M |
| 5 |
Moody's
MCO
|
$3.45M |
Top Sells
| 1 |
American Electric Power
AEP
|
$7.09M |
| 2 |
Realty Income
O
|
$6.35M |
| 3 |
Apple
AAPL
|
$6.14M |
| 4 |
Cisco
CSCO
|
$4.11M |
| 5 |
Exelon
EXC
|
$4.03M |
Sector Composition
| 1 | Technology | 16.71% |
| 2 | Financials | 16.53% |
| 3 | Industrials | 15.76% |
| 4 | Consumer Discretionary | 8.11% |
| 5 | Real Estate | 7.38% |
