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
$165M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.87M
3
+$3.85M
4
FITB icon
Fifth Third Bancorp
FITB
+$3.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

1
+$4.63M
2
+$4.49M
3
+$4.36M
4
RF icon
Regions Financial
RF
+$4.17M
5
WR
Westar Energy Inc
WR
+$3.84M

Sector Composition

1 Financials 30.44%
2 Utilities 12.73%
3 Industrials 11.21%
4 Real Estate 10.08%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.65%
30,316
-30,056
52
$1.07M 0.65%
+16,070
53
$1.07M 0.64%
+15,681
54
$1.06M 0.64%
8,490
-461
55
$1.05M 0.63%
+15,602
56
$1M 0.6%
+14,313
57
$995K 0.6%
7,311
-3,843
58
$978K 0.59%
+20,739
59
$936K 0.57%
22,119
-3,742
60
$935K 0.57%
+8,532
61
$911K 0.55%
+21,766
62
$894K 0.54%
+37,665
63
$877K 0.53%
+28,326
64
$867K 0.52%
26,982
+13,003
65
$849K 0.51%
+11,353
66
$841K 0.51%
+7,424
67
$830K 0.5%
35,709
+25,510
68
$829K 0.5%
+11,396
69
$788K 0.48%
+3,853
70
$780K 0.47%
+26,279
71
$770K 0.47%
14,172
+5,875
72
$767K 0.46%
+5,002
73
$762K 0.46%
22,038
+7,174
74
$761K 0.46%
7,362
+621
75
$754K 0.46%
4,966
+1,035
1 2
3
4 5