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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
LVS icon
Las Vegas Sands
LVS
+$3.24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.13%
2 Financials 18.82%
3 Consumer Staples 11.41%
4 Utilities 11.08%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.91%
+20,997
27
$1.54M 0.91%
+99,583
28
$1.54M 0.91%
+10,730
29
$1.53M 0.91%
+45,960
30
$1.52M 0.9%
+19,999
31
$1.52M 0.9%
+54,317
32
$1.48M 0.88%
+20,790
33
$1.44M 0.85%
+17,867
34
$1.43M 0.85%
+61,587
35
$1.36M 0.81%
+23,332
36
$1.36M 0.81%
+14,082
37
$1.36M 0.81%
+11,707
38
$1.35M 0.8%
+51,482
39
$1.35M 0.8%
+41,920
40
$1.35M 0.8%
+26,100
41
$1.33M 0.79%
+14,628
42
$1.32M 0.78%
+33,827
43
$1.32M 0.78%
+32,731
44
$1.31M 0.78%
+17,791
45
$1.29M 0.76%
+16,610
46
$1.26M 0.75%
+16,935
47
$1.23M 0.73%
+26,263
48
$1.22M 0.72%
+33,529
49
$1.22M 0.72%
+32,411
50
$1.22M 0.72%
+10,208
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