We are live on ! Find out more
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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$4.29M
3
+$3.69M
4
XEL icon
Xcel Energy
XEL
+$3.46M
5
MA icon
Mastercard
MA
+$3.41M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.73M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.23%
3 Industrials 11.62%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-23,910
377
– –
-8,441
378
– –
-4,643
379
– –
-1,120
380
– –
-5,948
381
– –
-766
382
– –
-8,755
383
– –
-12,448
384
– –
-1,600
385
– –
-16,070
386
– –
-12,162
387
– –
-1,670
388
– –
-1,237
389
– –
-11,173
390
– –
-2,089
391
– –
-6,270
392
– –
-18,929
393
– –
-6,812
394
– –
-2,349
395
– –
-11,062
396
– –
-10,891
397
– –
-64,386
398
– –
-4,013
399
– –
-3,797
400
– –
-7,381
14 15
16
17 18