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
$165M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.87M
3
+$3.85M
4
FITB icon
Fifth Third Bancorp
FITB
+$3.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

1
+$4.63M
2
+$4.49M
3
+$4.36M
4
RF icon
Regions Financial
RF
+$4.17M
5
WR
Westar Energy Inc
WR
+$3.84M

Sector Composition

1 Financials 30.44%
2 Utilities 12.73%
3 Industrials 11.21%
4 Real Estate 10.08%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.1%
46,272
-11,409
27
$1.81M 1.09%
+26,899
28
$1.64M 0.99%
+33,388
29
$1.64M 0.99%
+54,291
30
$1.59M 0.96%
24,819
+19,796
31
$1.53M 0.92%
+30,751
32
$1.52M 0.92%
23,124
-2,403
33
$1.52M 0.92%
+20,349
34
$1.47M 0.89%
+37,455
35
$1.44M 0.87%
+15,374
36
$1.4M 0.85%
+37,562
37
$1.39M 0.84%
11,772
-2,335
38
$1.38M 0.84%
+118,241
39
$1.38M 0.83%
+9,359
40
$1.29M 0.78%
+75,040
41
$1.27M 0.77%
15,742
+12,439
42
$1.23M 0.74%
+69,310
43
$1.23M 0.74%
+7,965
44
$1.18M 0.71%
67,099
+54,378
45
$1.17M 0.71%
+75,214
46
$1.16M 0.7%
+6,495
47
$1.16M 0.7%
18,988
-19,076
48
$1.13M 0.68%
+39,140
49
$1.1M 0.66%
+26,081
50
$1.07M 0.65%
+27,515
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