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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$236K 0.14%
+3,423
327
$234K 0.14%
+16,649
328
$234K 0.14%
4,799
-3,006
329
$234K 0.14%
2,386
-2,236
330
$233K 0.14%
13,499
-2,915
331
$232K 0.14%
2,851
-1,984
332
$232K 0.14%
+11,932
333
$231K 0.14%
1,592
-1,555
334
$231K 0.14%
11,613
-2,909
335
$228K 0.14%
16,736
-6,849
336
$228K 0.14%
3,157
-3,301
337
$226K 0.13%
+10,074
338
$225K 0.13%
6,593
-8,634
339
$225K 0.13%
+7,864
340
$224K 0.13%
+1,443
341
$223K 0.13%
+11,535
342
$223K 0.13%
+9,410
343
$223K 0.13%
2,008
-3,357
344
$223K 0.13%
+3,736
345
$222K 0.13%
+4,765
346
$222K 0.13%
4,860
-915
347
$222K 0.13%
+5,099
348
$220K 0.13%
+1,962
349
$220K 0.13%
2,738
-1,768
350
$219K 0.13%
+1,324
12 13
14
15 16