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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$243K 0.12%
1,284
-813
302
$242K 0.12%
4,048
-11,317
303
$242K 0.12%
+1,686
304
$241K 0.12%
+2,826
305
$241K 0.12%
+9,088
306
$239K 0.12%
+4,049
307
$238K 0.12%
+18,326
308
$237K 0.12%
3,085
-2,310
309
$237K 0.12%
+2,675
310
$234K 0.12%
+4,126
311
$234K 0.12%
+8,341
312
$234K 0.12%
+5,887
313
$232K 0.12%
+4,448
314
$230K 0.12%
+4,435
315
$230K 0.12%
+5,053
316
$230K 0.12%
+6,726
317
$230K 0.12%
2,725
-1,352
318
$228K 0.11%
7,433
-11,671
319
$227K 0.11%
3,884
-844
320
$226K 0.11%
+3,239
321
$223K 0.11%
5,183
-1,830
322
$223K 0.11%
3,582
-6,498
323
$222K 0.11%
+2,363
324
$221K 0.11%
+6,049
325
$221K 0.11%
+384
11 12
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