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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
LVS icon
Las Vegas Sands
LVS
+$3.24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.13%
2 Financials 18.82%
3 Consumer Staples 11.41%
4 Utilities 11.08%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.7%
+6,687
52
$1.16M 0.69%
+22,825
53
$1.15M 0.68%
+17,744
54
$1.13M 0.67%
+10,862
55
$1.12M 0.66%
+13,826
56
$1.1M 0.65%
+23,430
57
$1.1M 0.65%
+40,028
58
$1.08M 0.64%
+10,488
59
$1.06M 0.63%
+5,982
60
$1.05M 0.63%
+13,281
61
$1.03M 0.61%
+8,712
62
$1.01M 0.6%
+22,189
63
$1M 0.59%
+15,362
64
$966K 0.57%
+25,546
65
$959K 0.57%
+12,982
66
$959K 0.57%
+27,834
67
$911K 0.54%
+7,946
68
$900K 0.53%
+22,243
69
$896K 0.53%
+12,212
70
$895K 0.53%
+26,402
71
$882K 0.52%
+8,460
72
$873K 0.52%
+29,301
73
$850K 0.5%
+26,675
74
$848K 0.5%
+12,963
75
$838K 0.5%
+17,985
1 2
3
4 5