GCA
Gideon Capital Advisors Portfolio holdings
AUM
$291M
1-Year Return
28.95%
This Quarter Return
+15.03%
1 Year Return
+28.95%
3 Year Return
+37.63%
5 Year Return
+32.15%
10 Year Return
–
AUM
$280M
AUM Growth
+$34.5M
(+14%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
6.99%
Top 10 Holdings %
Top 10 Hldgs %
17.62%
Holding
571
New
214
Increased
57
Reduced
81
Closed
219
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$10.9M |
| 2 |
Healthpeak Properties
DOC
|
$4.86M |
| 3 |
Welltower
WELL
|
$4.43M |
| 4 |
Texas Instruments
TXN
|
$4.39M |
| 5 |
PPL Corp
PPL
|
$4.09M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
$3.29M |
| 2 |
Mastercard
MA
|
$3.24M |
| 3 |
Southern Company
SO
|
$2.52M |
| 4 |
Citigroup
C
|
$2.51M |
| 5 |
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% |
