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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.83%
+25,961
27
$2M 0.82%
77,732
+18,230
28
$1.95M 0.8%
+62,596
29
$1.94M 0.8%
20,295
-30,566
30
$1.93M 0.8%
31,550
+16,339
31
$1.89M 0.78%
+14,436
32
$1.88M 0.78%
31,649
+20,274
33
$1.84M 0.76%
+27,555
34
$1.84M 0.76%
+37,114
35
$1.84M 0.76%
18,944
+10,619
36
$1.81M 0.75%
+63,824
37
$1.79M 0.74%
119,440
+84,472
38
$1.79M 0.74%
17,784
-10,114
39
$1.75M 0.72%
24,997
-47,871
40
$1.73M 0.72%
21,930
-391
41
$1.72M 0.71%
13,301
+8,052
42
$1.7M 0.7%
90,061
+77,843
43
$1.69M 0.7%
+36,463
44
$1.69M 0.7%
+48,764
45
$1.67M 0.69%
20,808
+4,930
46
$1.67M 0.69%
+24,145
47
$1.66M 0.69%
+12,627
48
$1.63M 0.68%
+33,628
49
$1.62M 0.67%
42,937
+34,242
50
$1.61M 0.66%
48,284
-1,020
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2
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