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GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.35M
3
+$3.22M
4
BAC icon
Bank of America
BAC
+$3.19M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.29M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 21.19%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-32,665
352
– –
-5,605
353
– –
-7,114
354
– –
-19,860
355
– –
-3,599
356
– –
-28,919
357
– –
-19,610
358
– –
-42,586
359
– –
-39,454
360
– –
-16,887
361
– –
-31,825
362
– –
-2,425
363
– –
-89,632
364
– –
-24,661
365
– –
-2,201
11 12 13 14
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