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
$212M
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.63M
3
+$4.61M
4
PEG icon
Public Service Enterprise Group
PEG
+$4.52M
5
GS icon
Goldman Sachs
GS
+$4.02M

Top Sells

1
+$4.91M
2
+$4.19M
3
+$4.08M
4
LEA icon
Lear
LEA
+$4.07M
5
CNI icon
Canadian National Railway
CNI
+$4M

Sector Composition

1 Financials 24.76%
2 Industrials 20.82%
3 Utilities 12.06%
4 Consumer Discretionary 8.87%
5 Real Estate 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.62%
30,085
+23,350
52
$1.31M 0.62%
+86,505
53
$1.3M 0.61%
+12,588
54
$1.28M 0.6%
24,015
+17,510
55
$1.28M 0.6%
+7,513
56
$1.26M 0.59%
+17,040
57
$1.25M 0.59%
+4,912
58
$1.24M 0.59%
+12,193
59
$1.24M 0.58%
+20,366
60
$1.22M 0.58%
+7,830
61
$1.22M 0.58%
30,112
+3,113
62
$1.21M 0.57%
30,667
-10,926
63
$1.21M 0.57%
+12,357
64
$1.2M 0.56%
+30,675
65
$1.15M 0.54%
34,211
+20,533
66
$1.14M 0.54%
+16,496
67
$1.13M 0.53%
20,846
+16,214
68
$1.1M 0.52%
78,861
+51,355
69
$1.07M 0.51%
13,087
+10,484
70
$1.07M 0.5%
24,754
+8,445
71
$1.06M 0.5%
+9,638
72
$1.05M 0.5%
+14,315
73
$1.02M 0.48%
+14,079
74
$1.02M 0.48%
+23,414
75
$1.02M 0.48%
+39,322
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3
4 5