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
$212M
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.63M
3
+$4.61M
4
PEG icon
Public Service Enterprise Group
PEG
+$4.52M
5
GS icon
Goldman Sachs
GS
+$4.02M

Top Sells

1
+$4.91M
2
+$4.19M
3
+$4.08M
4
LEA icon
Lear
LEA
+$4.07M
5
CNI icon
Canadian National Railway
CNI
+$4M

Sector Composition

1 Financials 24.76%
2 Industrials 20.82%
3 Utilities 12.06%
4 Consumer Discretionary 8.87%
5 Real Estate 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.95%
+41,248
27
$1.96M 0.92%
43,654
+37,891
28
$1.95M 0.92%
+16,983
29
$1.94M 0.91%
53,389
+29,248
30
$1.87M 0.88%
+70,610
31
$1.82M 0.86%
25,733
+18,865
32
$1.77M 0.84%
+34,156
33
$1.77M 0.83%
+49,510
34
$1.72M 0.81%
14,434
-5,290
35
$1.7M 0.8%
+72,672
36
$1.68M 0.79%
+20,205
37
$1.63M 0.77%
+104,963
38
$1.57M 0.74%
18,600
-3,997
39
$1.56M 0.73%
25,354
+13,428
40
$1.56M 0.73%
25,756
+10,359
41
$1.55M 0.73%
+18,175
42
$1.54M 0.73%
+23,265
43
$1.52M 0.71%
+11,095
44
$1.44M 0.68%
+10,810
45
$1.44M 0.68%
+49,170
46
$1.44M 0.68%
+16,137
47
$1.44M 0.68%
+32,349
48
$1.4M 0.66%
20,275
-440
49
$1.34M 0.63%
+24,648
50
$1.34M 0.63%
37,649
+25,770
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