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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.61%
+12,162
27
$1.3M 0.61%
+12,893
28
$1.29M 0.61%
+9,428
29
$1.28M 0.6%
17,593
+3,852
30
$1.27M 0.6%
10,023
+8,537
31
$1.26M 0.59%
+17,120
32
$1.26M 0.59%
68,144
+41,502
33
$1.24M 0.58%
42,333
+23,741
34
$1.24M 0.58%
8,441
+3,816
35
$1.22M 0.57%
+32,285
36
$1.22M 0.57%
+7,459
37
$1.2M 0.57%
+10,670
38
$1.18M 0.56%
+4,265
39
$1.16M 0.54%
4,799
+3,480
40
$1.15M 0.54%
38,210
+13,121
41
$1.13M 0.53%
23,910
+16,024
42
$1.12M 0.53%
10,969
+7,194
43
$1.12M 0.53%
+39,363
44
$1.09M 0.51%
+16,357
45
$1.09M 0.51%
+9,734
46
$1.08M 0.51%
27,466
-9,336
47
$1.07M 0.5%
25,134
+12,571
48
$1.06M 0.5%
+4,725
49
$1.06M 0.5%
7,510
+4,915
50
$1.05M 0.5%
13,852
+8,349
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