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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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.58M
3
+$1.48M
4
MO icon
Altria Group
MO
+$1.35M
5
NEE icon
NextEra Energy
NEE
+$1.28M

Top Sells

1
+$2.12M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.31%
3 Consumer Discretionary 11.69%
4 Technology 10.04%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$190K 0.11%
+2,433
377
$184K 0.11%
13,710
-29,929
378
$184K 0.11%
10,088
-969
379
$153K 0.09%
13,113
-20,712
380
$135K 0.08%
30,674
-22,803
381
$84K 0.05%
+10,296
382
– –
-16,671
383
– –
-14,845
384
– –
-9,803
385
– –
-4,151
386
– –
-176
387
– –
-74,340
388
– –
-8,356
389
– –
-10,623
390
– –
-9,256
391
– –
-1,205
392
– –
-10,031
393
– –
-3,940
394
– –
-4,056
395
– –
-10,598
396
– –
-6,292
397
– –
-3,145
398
– –
-18,261
399
– –
-10,416
400
– –
-3,062
14 15
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