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GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.9M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.03M
3
+$964K
4
SO icon
Southern Company
SO
+$906K
5
TER icon
Teradyne
TER
+$885K

Top Sells

1
+$1.54M
2
+$1.47M
3
+$1.45M
4
FLR icon
Fluor
FLR
+$1.41M
5
CFG icon
Citizens Financial Group
CFG
+$1.36M

Sector Composition

1 Financials 19.64%
2 Industrials 13.19%
3 Technology 12.46%
4 Real Estate 10.6%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-23,571
477
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-6,110
478
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-14,578
479
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-15,832
480
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-10,296
481
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-11,168
482
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-8,522
483
– –
-1,679
484
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-27,266
485
– –
-8,915
486
– –
-23,365
487
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-11,703
488
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-15,136
489
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-11,156
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