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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.73%
28,922
+11,329
27
$1.79M 0.73%
21,286
-22,583
28
$1.76M 0.72%
+20,699
29
$1.7M 0.69%
18,793
+12,394
30
$1.68M 0.69%
+12,764
31
$1.67M 0.68%
+16,286
32
$1.66M 0.68%
33,427
+29,407
33
$1.66M 0.68%
+24,140
34
$1.63M 0.67%
41,210
-18,726
35
$1.6M 0.65%
20,979
+7,127
36
$1.53M 0.63%
25,108
+15,921
37
$1.52M 0.62%
+9,609
38
$1.51M 0.62%
29,494
+19,677
39
$1.46M 0.6%
15,721
+12,987
40
$1.4M 0.57%
+18,795
41
$1.4M 0.57%
32,283
+16,175
42
$1.39M 0.57%
37,224
+27,476
43
$1.38M 0.56%
11,535
+9,137
44
$1.38M 0.56%
+26,572
45
$1.35M 0.55%
47,146
+37,092
46
$1.32M 0.54%
+91,719
47
$1.29M 0.52%
+91,265
48
$1.27M 0.52%
42,802
+32,285
49
$1.27M 0.52%
+35,830
50
$1.26M 0.52%
+8,836
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