We are live on ! Find out more
GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.49M
3
+$4.35M
4
TFC icon
Truist Financial
TFC
+$3.97M
5
AMT icon
American Tower
AMT
+$3.5M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.17M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.29%
2 Financials 13.86%
3 Industrials 12.3%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-11,584
302
– –
-571
303
– –
-5,332
304
– –
-7,244
305
– –
-9,339
306
– –
-6,508
307
– –
-47,316
308
– –
-11,057
309
– –
-17,200
310
– –
-17,737
311
– –
-7,000
312
– –
-1,840
313
– –
-1,565
314
– –
-54,502
315
– –
-7,094
316
– –
-21,242
317
– –
-13,649
318
– –
-4,366
319
– –
-2,597
320
– –
-8,967
321
– –
-9,640
322
– –
-6,492
323
– –
-9,558
324
– –
-14,273
325
– –
-29,758
11 12
13
14 15