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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$224K 0.11%
+11,053
302
$223K 0.11%
+2,173
303
$221K 0.1%
+4,573
304
$220K 0.1%
+2,257
305
$215K 0.1%
+3,050
306
$214K 0.1%
6,033
-3,764
307
$213K 0.1%
+5,300
308
$212K 0.1%
+3,388
309
$212K 0.1%
1,725
-1,591
310
$211K 0.1%
+2,728
311
$211K 0.1%
+9,235
312
$210K 0.1%
3,122
-248
313
$209K 0.1%
+4,960
314
$208K 0.1%
+2,603
315
$208K 0.1%
1,600
-7,009
316
$208K 0.1%
3,440
-3,490
317
$207K 0.1%
+9,729
318
$207K 0.1%
+1,876
319
$204K 0.1%
9,491
-15,213
320
$204K 0.1%
766
-1,044
321
$203K 0.1%
+2,342
322
$203K 0.1%
+5,159
323
$203K 0.1%
+4,353
324
$203K 0.1%
+4,494
325
$202K 0.1%
+11,126
11 12
13
14 15