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

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

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
451
– –
-4,450
452
– –
-1,358
453
– –
-15,743
454
– –
-14,893
455
– –
-17,139
456
– –
-10,609
457
– –
-15,741
458
– –
-9,609
459
– –
-8,836
460
– –
-2,479
461
– –
-9,602
462
– –
-3,882
463
– –
-631
464
– –
-21,572
465
– –
-7,327
466
– –
-4,542
467
– –
-6,608
468
– –
-7,136
469
– –
-1,016
470
– –
-10,128
471
– –
-17,468
472
– –
-22,181
473
– –
-17,107
474
– –
-14,402
475
– –
-8,227
17 18
19
20 21