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
351
– –
-9,384
352
– –
-4,360
353
– –
-6,844
354
– –
-11,811
355
– –
-15,148
356
– –
-10,276
357
– –
-4,449
358
– –
-13,266
359
– –
-23,377
360
– –
-12,421
361
– –
-12,116
362
– –
-1,497
363
– –
-34,354
364
– –
-2,450
365
– –
-3,085
366
– –
-22,405
367
– –
-9,088
368
– –
-2,070
369
– –
-2,465
370
– –
-9,765
371
– –
-17,357
372
– –
-3,884
373
– –
-28,540
374
– –
-9,997
375
– –
-4,304
13 14
15
16 17