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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.68%
+5,452
52
$1.12M 0.65%
+27,790
53
$1.11M 0.65%
124,383
-231,186
54
$1.11M 0.65%
+82,148
55
$1.1M 0.64%
+35,359
56
$1.09M 0.64%
37,296
+10,940
57
$1.08M 0.63%
+5,870
58
$1.02M 0.6%
+81,970
59
$1.02M 0.6%
8,870
+2,984
60
$1.02M 0.6%
21,577
-779
61
$996K 0.58%
+24,236
62
$994K 0.58%
11,009
+4,111
63
$977K 0.57%
31,272
-43,480
64
$969K 0.57%
+7,023
65
$953K 0.56%
29,347
+12,635
66
$942K 0.55%
+104,580
67
$932K 0.55%
20,338
-13,290
68
$927K 0.54%
+22,104
69
$927K 0.54%
+27,037
70
$925K 0.54%
+19,242
71
$922K 0.54%
+3,372
72
$903K 0.53%
+41,932
73
$902K 0.53%
+15,758
74
$896K 0.52%
32,771
-17,381
75
$888K 0.52%
8,925
-41,981
1 2
3
4 5