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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$253K 0.1%
2,468
-1,002
302
$253K 0.1%
5,922
-10,100
303
$252K 0.1%
+6,280
304
$252K 0.1%
2,728
-4,407
305
$251K 0.1%
265
-129
306
$251K 0.1%
+1,757
307
$250K 0.1%
6,171
+2,202
308
$249K 0.1%
2,987
+297
309
$249K 0.1%
+15,661
310
$249K 0.1%
+12,757
311
$247K 0.1%
+11,073
312
$242K 0.1%
+4,064
313
$241K 0.1%
+4,067
314
$239K 0.1%
+625
315
$239K 0.1%
+3,996
316
$239K 0.1%
+12,183
317
$238K 0.1%
+10,019
318
$238K 0.1%
2,310
-24
319
$237K 0.1%
+1,689
320
$237K 0.1%
+2,907
321
$236K 0.1%
+8,986
322
$236K 0.1%
3,856
-1,278
323
$234K 0.1%
+3,013
324
$233K 0.1%
+3,498
325
$233K 0.1%
+2,724
11 12
13
14 15