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
$172M
AUM Growth
+$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$3.84M
4
MA icon
Mastercard
MA
+$3.75M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.65M

Top Sells

1
+$1.96M
2
+$1.83M
3
+$1.75M
4
ADBE icon
Adobe
ADBE
+$1.58M
5
WU icon
Western Union
WU
+$1.48M

Sector Composition

1 Financials 34.6%
2 Industrials 11.89%
3 Technology 11.73%
4 Real Estate 10.33%
5 Utilities 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.99%
+7,817
27
$1.61M 0.94%
+18,765
28
$1.58M 0.92%
+62,973
29
$1.55M 0.9%
+43,409
30
$1.53M 0.89%
+32,078
31
$1.52M 0.88%
11,154
-388
32
$1.49M 0.87%
+25,527
33
$1.37M 0.8%
25,575
+15,131
34
$1.35M 0.78%
+35,898
35
$1.35M 0.78%
+62,451
36
$1.35M 0.78%
+19,160
37
$1.34M 0.78%
19,802
+8,484
38
$1.33M 0.77%
+33,816
39
$1.3M 0.75%
+30,213
40
$1.29M 0.75%
148,425
+93,519
41
$1.27M 0.74%
+24,890
42
$1.26M 0.73%
+13,867
43
$1.25M 0.73%
+12,493
44
$1.25M 0.73%
+9,787
45
$1.24M 0.72%
+8,951
46
$1.24M 0.72%
+28,235
47
$1.23M 0.72%
17,614
+13,235
48
$1.23M 0.72%
+18,280
49
$1.17M 0.68%
+25,861
50
$1.17M 0.68%
43,263
+22,739
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