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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.29%
2 Financials 13.86%
3 Industrials 12.3%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-10,198
452
– –
-5,172
453
– –
-5,199
454
– –
-14,341
455
– –
-23,246
456
– –
-28,978
457
– –
-38,626
458
– –
-3,895
459
– –
-3,532
460
– –
-2,542
461
– –
-4,522
462
– –
-1,670
463
– –
-4,259
464
– –
-15,320
465
– –
-10,090
466
– –
-5,083
467
– –
-155,245
468
– –
-16,224
469
– –
-8,710
470
– –
-2,865
471
– –
-7,243
472
– –
-958
473
– –
-3,497
474
– –
-8,159
475
– –
-5,786
16 17 18
19
20