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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.61%
+39,358
27
$1.19M 0.59%
107,417
+89,226
28
$1.18M 0.59%
+8,395
29
$1.12M 0.56%
+8,343
30
$1.08M 0.54%
+23,476
31
$1.08M 0.54%
10,386
+3,612
32
$1.05M 0.53%
+8,609
33
$1.04M 0.52%
+22,740
34
$1.04M 0.52%
+184,818
35
$1.03M 0.52%
+48,657
36
$1.02M 0.51%
13,741
+1,387
37
$988K 0.49%
+28,072
38
$987K 0.49%
+15,491
39
$987K 0.49%
4,685
+2,772
40
$978K 0.49%
+14,319
41
$975K 0.49%
22,033
-2,363
42
$953K 0.48%
+24,591
43
$946K 0.47%
+25,089
44
$941K 0.47%
+32,230
45
$938K 0.47%
50,445
+40,163
46
$913K 0.46%
+13,266
47
$912K 0.46%
+10,118
48
$904K 0.45%
+5,808
49
$904K 0.45%
17,925
+11,153
50
$899K 0.45%
19,436
-6,068
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