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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.32M 0.8%
11,287
+3,825
27
$2.21M 0.76%
56,821
+25,873
28
$2.2M 0.76%
19,197
-22,225
29
$2.12M 0.73%
40,105
-4,803
30
$2.04M 0.7%
+34,617
31
$2.01M 0.69%
+13,636
32
$1.89M 0.65%
+7,148
33
$1.88M 0.65%
24,991
+17,124
34
$1.84M 0.64%
+44,922
35
$1.79M 0.62%
67,327
+51,091
36
$1.79M 0.62%
+11,046
37
$1.79M 0.62%
+10,449
38
$1.78M 0.61%
+10,468
39
$1.75M 0.6%
12,572
+9,808
40
$1.74M 0.6%
5,386
+891
41
$1.74M 0.6%
+1,581
42
$1.73M 0.6%
+27,581
43
$1.72M 0.59%
+71,862
44
$1.7M 0.59%
27,898
+24,159
45
$1.7M 0.59%
+14,867
46
$1.7M 0.59%
+24,082
47
$1.68M 0.58%
83,224
+11,940
48
$1.68M 0.58%
+39,010
49
$1.68M 0.58%
+59,735
50
$1.66M 0.57%
+22,042
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