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
$276M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$5.86M
3
+$5.4M
4
C icon
Citigroup
C
+$5.23M
5
RTN
Raytheon Company
RTN
+$4.79M

Top Sells

1
+$5.15M
2
+$4.9M
3
+$4M
4
NI icon
NiSource
NI
+$2.96M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Sector Composition

1 Industrials 22.87%
2 Financials 20.1%
3 Consumer Discretionary 13.77%
4 Utilities 9.04%
5 Real Estate 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.62%
+31,729
52
$1.67M 0.61%
+22,917
53
$1.65M 0.6%
+25,679
54
$1.64M 0.59%
40,938
+11,303
55
$1.61M 0.58%
68,430
+11,984
56
$1.61M 0.58%
+60,598
57
$1.59M 0.58%
15,328
+1,617
58
$1.58M 0.57%
+10,098
59
$1.57M 0.57%
+9,426
60
$1.55M 0.56%
+25,064
61
$1.53M 0.55%
+23,055
62
$1.51M 0.55%
+14,063
63
$1.49M 0.54%
+47,728
64
$1.48M 0.54%
+35,268
65
$1.47M 0.53%
66,771
+35,741
66
$1.47M 0.53%
+12,155
67
$1.44M 0.52%
16,006
+1,887
68
$1.44M 0.52%
+48,916
69
$1.43M 0.52%
+9,818
70
$1.43M 0.52%
+12,255
71
$1.4M 0.51%
+19,107
72
$1.39M 0.5%
+15,552
73
$1.36M 0.49%
27,720
-1,550
74
$1.35M 0.49%
+27,402
75
$1.33M 0.48%
17,491
+10,338
1 2
3
4 5