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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$264K 0.09%
+5,332
302
$264K 0.09%
6,508
-6,210
303
$262K 0.09%
+6,492
304
$262K 0.09%
+3,532
305
$261K 0.09%
2,737
-8,568
306
$259K 0.09%
+3,434
307
$259K 0.09%
2,499
+263
308
$258K 0.09%
+5,133
309
$257K 0.09%
11,504
-1,455
310
$256K 0.09%
3,497
-499
311
$256K 0.09%
+16,251
312
$256K 0.09%
+1,223
313
$256K 0.09%
+9,219
314
$255K 0.09%
+1,739
315
$255K 0.09%
+8,065
316
$254K 0.09%
2,509
-13,212
317
$250K 0.09%
+3,739
318
$244K 0.09%
2,842
-710
319
$244K 0.09%
+3,016
320
$243K 0.09%
1,670
-2,520
321
$240K 0.09%
+1,764
322
$239K 0.09%
+240
323
$239K 0.09%
+3,996
324
$239K 0.09%
+4,366
325
$237K 0.08%
+7,244
11 12
13
14 15