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
$180M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.15M
3
+$4.9M
4
HSY icon
Hershey
HSY
+$4.64M
5
PRU icon
Prudential Financial
PRU
+$3.43M

Top Sells

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
BEAV
B/E Aerospace Inc
BEAV
+$2.82M

Sector Composition

1 Financials 26.06%
2 Industrials 21.09%
3 Utilities 9.85%
4 Consumer Discretionary 8.2%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.65%
+29,635
52
$1.16M 0.64%
30,676
-1,735
53
$1.13M 0.62%
+31,324
54
$1.06M 0.59%
+51,953
55
$1.05M 0.58%
+14,847
56
$1.03M 0.57%
12,592
-4,343
57
$1.01M 0.56%
14,077
-3,667
58
$995K 0.55%
19,640
-6,460
59
$976K 0.54%
17,856
-12,879
60
$969K 0.54%
29,302
+11,090
61
$968K 0.54%
+34,012
62
$949K 0.53%
+10,726
63
$946K 0.52%
+15,306
64
$934K 0.52%
+28,954
65
$925K 0.51%
+9,327
66
$920K 0.51%
18,257
-11,940
67
$915K 0.51%
+28,618
68
$903K 0.5%
+10,248
69
$899K 0.5%
+16,920
70
$865K 0.48%
+16,793
71
$854K 0.47%
15,077
+7,914
72
$830K 0.46%
+14,678
73
$829K 0.46%
25,015
-16,905
74
$821K 0.46%
+14,161
75
$809K 0.45%
+13,749
1 2
3
4 5