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

Top Buys

1
+$10.5M
2
+$4.73M
3
+$4.29M
4
WELL icon
Welltower
WELL
+$4.29M
5
PPL icon
PPL Corp
PPL
+$4M

Top Sells

1
+$3.24M
2
+$3.17M
3
+$2.51M
4
TSCO icon
Tractor Supply
TSCO
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$2.41M

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
351
$138K 0.05%
2,554
-91
352
$121K 0.04%
+12,212
353
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13 14
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