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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$228K 0.09%
+1,434
327
$228K 0.09%
+5,945
328
$226K 0.09%
+6,674
329
$226K 0.09%
+3,552
330
$224K 0.09%
+11,339
331
$220K 0.09%
1,158
-19
332
$218K 0.09%
+7,136
333
$218K 0.09%
+10,128
334
$218K 0.09%
+15,107
335
$217K 0.09%
126
-35
336
$216K 0.09%
+1,371
337
$216K 0.09%
+3,222
338
$216K 0.09%
+4,301
339
$215K 0.09%
+1,839
340
$215K 0.09%
2,236
-8,822
341
$214K 0.09%
1,626
-939
342
$213K 0.09%
15,741
+5,014
343
$213K 0.09%
+1,882
344
$210K 0.09%
+12,308
345
$206K 0.08%
+6,826
346
$206K 0.08%
3,690
-960
347
$206K 0.08%
+4,306
348
$204K 0.08%
+3,526
349
$204K 0.08%
+4,488
350
$203K 0.08%
+3,323
12 13
14
15 16