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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-11,466
527
– –
-13,151
528
– –
-19,375
529
– –
-7,506
530
– –
-8,858
531
– –
-11,558
532
– –
-22,007
533
– –
-1,840
534
– –
-5,779
535
– –
-5,988
536
– –
-7,119
537
– –
-4,473
538
– –
-14,816
539
– –
-9,597
540
– –
-6,071
541
– –
-1,890
542
– –
-8,040
543
– –
-4,413
544
– –
-3,394
545
– –
-7,703
546
– –
-4,443
547
– –
-5,833
548
– –
-9,654
549
– –
-9,927
550
– –
-7,640
20 21
22
23 24