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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-6,999
427
– –
-4,593
428
– –
-2,220
429
– –
-31,071
430
– –
-813
431
– –
-4,565
432
– –
-10,267
433
– –
-9,014
434
– –
-6,497
435
– –
-15,180
436
– –
-2,104
437
– –
-5,067
438
– –
-12,106
439
– –
-3,373
440
– –
-4,380
441
– –
-4,230
442
– –
-3,848
443
– –
-2,853
444
– –
-2,736
445
– –
-17,099
446
– –
-3,059
447
– –
-15,804
448
– –
-15,512
449
– –
-28,140
450
– –
-3,777
16 17
18
19 20