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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.77%
+20,402
27
$2.14M 0.77%
+17,200
28
$2.13M 0.76%
+28,978
29
$2.09M 0.75%
+12,709
30
$1.98M 0.71%
+110,520
31
$1.85M 0.66%
40,785
+13,775
32
$1.84M 0.66%
12,399
+7,959
33
$1.75M 0.63%
+17,737
34
$1.7M 0.61%
37,440
+24,680
35
$1.68M 0.6%
32,445
-48,780
36
$1.67M 0.6%
54,502
+33,652
37
$1.66M 0.59%
+8,644
38
$1.65M 0.59%
+21,950
39
$1.62M 0.58%
+38,044
40
$1.61M 0.58%
22,688
-5,253
41
$1.58M 0.56%
235,766
+115,927
42
$1.57M 0.56%
17,044
+7,700
43
$1.47M 0.53%
+12,329
44
$1.47M 0.52%
71,284
+40,474
45
$1.44M 0.52%
12,626
+8,331
46
$1.44M 0.51%
+7,462
47
$1.44M 0.51%
+44,163
48
$1.4M 0.5%
+17,494
49
$1.39M 0.5%
40,392
+32,267
50
$1.35M 0.48%
+53,663
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