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
$180M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.15M
3
+$4.9M
4
HSY icon
Hershey
HSY
+$4.64M
5
PRU icon
Prudential Financial
PRU
+$3.43M

Top Sells

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
BEAV
B/E Aerospace Inc
BEAV
+$2.82M

Sector Composition

1 Financials 26.06%
2 Industrials 21.09%
3 Utilities 9.85%
4 Consumer Discretionary 8.2%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.94%
71,567
+9,980
27
$1.65M 0.91%
+19,988
28
$1.64M 0.91%
+12,483
29
$1.62M 0.9%
+38,444
30
$1.58M 0.88%
+18,888
31
$1.56M 0.87%
+20,153
32
$1.51M 0.84%
18,973
+5,692
33
$1.5M 0.83%
17,014
-9,491
34
$1.42M 0.79%
146,817
+106,479
35
$1.39M 0.77%
15,480
+12,579
36
$1.39M 0.77%
+25,057
37
$1.39M 0.77%
+29,270
38
$1.38M 0.76%
+20,934
39
$1.36M 0.75%
13,711
+9,835
40
$1.34M 0.75%
+21,478
41
$1.34M 0.75%
+10,142
42
$1.34M 0.74%
+13,634
43
$1.33M 0.74%
+53,656
44
$1.31M 0.73%
26,225
+15,940
45
$1.29M 0.72%
16,653
-1,214
46
$1.27M 0.7%
15,871
+11,464
47
$1.26M 0.7%
57,542
-37,264
48
$1.24M 0.69%
56,446
+27,609
49
$1.19M 0.66%
+14,119
50
$1.19M 0.66%
14,895
-2,896
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