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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$851K 0.51%
+3,889
27
$848K 0.5%
+15,230
28
$841K 0.5%
+12,058
29
$839K 0.5%
7,230
+1,408
30
$839K 0.5%
+6,974
31
$833K 0.5%
30,837
-20,547
32
$831K 0.49%
14,209
+4,536
33
$806K 0.48%
+20,670
34
$797K 0.47%
26,021
+3,558
35
$797K 0.47%
+17,834
36
$781K 0.46%
36,374
-7,587
37
$770K 0.46%
+20,224
38
$768K 0.46%
27,845
+6,737
39
$765K 0.46%
5,726
-3,211
40
$764K 0.45%
5,641
+3,305
41
$748K 0.45%
11,670
+3,540
42
$731K 0.43%
11,703
+7,192
43
$729K 0.43%
9,871
+912
44
$698K 0.42%
22,326
+5,255
45
$682K 0.41%
11,898
+273
46
$681K 0.41%
+13,505
47
$677K 0.4%
+120,100
48
$673K 0.4%
+38,729
49
$672K 0.4%
2,456
+890
50
$669K 0.4%
32,930
+12,165
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