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

Top Buys

1
+$10.5M
2
+$4.73M
3
+$4.29M
4
WELL icon
Welltower
WELL
+$4.29M
5
PPL icon
PPL Corp
PPL
+$4M

Top Sells

1
+$3.24M
2
+$3.17M
3
+$2.51M
4
TSCO icon
Tractor Supply
TSCO
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$2.41M

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
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503
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-15,743
504
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505
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506
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507
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508
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509
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510
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511
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512
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514
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515
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516
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517
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519
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520
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521
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522
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523
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525
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-5,384
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