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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$235K 0.08%
674
-378
327
$232K 0.08%
+7,243
328
$232K 0.08%
26,475
+14,910
329
$229K 0.08%
+2,411
330
$229K 0.08%
+2,036
331
$228K 0.08%
+9,082
332
$226K 0.08%
+6,203
333
$226K 0.08%
+6,600
334
$222K 0.08%
127
+1
335
$220K 0.08%
+8,153
336
$219K 0.08%
4,192
-10,373
337
$219K 0.08%
+7,559
338
$218K 0.08%
5,158
-36,052
339
$217K 0.08%
+657
340
$216K 0.08%
+9,090
341
$214K 0.08%
+5,900
342
$209K 0.07%
1,789
-1,496
343
$208K 0.07%
+1,467
344
$207K 0.07%
+7,791
345
$205K 0.07%
+2,542
346
$204K 0.07%
+1,840
347
$203K 0.07%
16,781
+476
348
$200K 0.07%
15,493
-2,429
349
$196K 0.07%
+18,487
350
$186K 0.07%
11,249
-4,412
12 13
14
15 16