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
$172M
AUM Growth
+$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$3.84M
4
MA icon
Mastercard
MA
+$3.75M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.65M

Top Sells

1
+$1.96M
2
+$1.83M
3
+$1.75M
4
ADBE icon
Adobe
ADBE
+$1.58M
5
WU icon
Western Union
WU
+$1.48M

Sector Composition

1 Financials 34.6%
2 Industrials 11.89%
3 Technology 11.73%
4 Real Estate 10.33%
5 Utilities 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.68%
25,942
+1,971
52
$1.11M 0.65%
13,997
+4,043
53
$1.09M 0.63%
+129,410
54
$1.05M 0.61%
+14,991
55
$999K 0.58%
+12,825
56
$963K 0.56%
+27,933
57
$962K 0.56%
+14,753
58
$957K 0.56%
+28,478
59
$951K 0.55%
+40,681
60
$944K 0.55%
+10,503
61
$928K 0.54%
10,641
+7,554
62
$888K 0.52%
+9,112
63
$878K 0.51%
+9,336
64
$868K 0.51%
+21,346
65
$866K 0.5%
+8,858
66
$855K 0.5%
12,850
+5,420
67
$840K 0.49%
+34,573
68
$834K 0.49%
+13,324
69
$822K 0.48%
+12,373
70
$795K 0.46%
+7,074
71
$778K 0.45%
+22,769
72
$768K 0.45%
+8,026
73
$760K 0.44%
+6,956
74
$726K 0.42%
+6,545
75
$724K 0.42%
+35,252
1 2
3
4 5