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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$253K 0.15%
+4,117
302
$252K 0.15%
5,788
-277
303
$251K 0.15%
+10,802
304
$251K 0.15%
2,352
-7,873
305
$250K 0.15%
+15,832
306
$249K 0.15%
+8,745
307
$249K 0.15%
2,303
-154
308
$247K 0.15%
+5,434
309
$247K 0.15%
1,733
-1,222
310
$246K 0.15%
3,128
-4,618
311
$245K 0.15%
+4,101
312
$245K 0.15%
+8,647
313
$244K 0.15%
+3,877
314
$243K 0.14%
+1,749
315
$243K 0.14%
3,864
-10,325
316
$242K 0.14%
+2,900
317
$242K 0.14%
6,530
-4,378
318
$242K 0.14%
14,236
-1,502
319
$241K 0.14%
+3,112
320
$241K 0.14%
+2,847
321
$240K 0.14%
2,605
-1,468
322
$239K 0.14%
+2,794
323
$238K 0.14%
+2,731
324
$237K 0.14%
7,126
-964
325
$237K 0.14%
+8,098
11 12
13
14 15