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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$202K 0.1%
8,497
-4,691
327
$201K 0.09%
+4,424
328
$173K 0.08%
12,341
+1,762
329
$164K 0.08%
+11,796
330
$134K 0.06%
+11,764
331
– –
-12,187
332
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-2,519
333
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-6,507
334
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-20,799
335
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-14,336
336
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-11,535
337
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-7,972
338
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-3,877
339
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-7,975
340
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-5,666
341
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-10,386
342
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-2,363
343
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-11,907
344
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-2,738
345
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-3,248
346
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-3,982
347
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-5,714
348
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-7,939
349
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350
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-26,364
12 13
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