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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$219K 0.11%
+4,691
327
$218K 0.11%
+2,372
328
$218K 0.11%
+2,181
329
$218K 0.11%
+5,438
330
$217K 0.11%
+911
331
$216K 0.11%
7,142
-13,201
332
$214K 0.11%
11,907
-16,074
333
$213K 0.11%
318
-170
334
$211K 0.11%
+2,808
335
$211K 0.11%
+1,644
336
$209K 0.1%
+4,719
337
$209K 0.1%
2,453
-4,224
338
$208K 0.1%
+4,449
339
$207K 0.1%
+4,360
340
$205K 0.1%
+897
341
$205K 0.1%
+2,071
342
$204K 0.1%
+1,929
343
$203K 0.1%
+1,528
344
$202K 0.1%
+3,248
345
$201K 0.1%
1,854
-4,128
346
$196K 0.1%
+13,043
347
$178K 0.09%
+11,535
348
$164K 0.08%
+15,328
349
$142K 0.07%
+10,579
350
– –
-6,421
12 13
14
15 16