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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$669K 0.4%
2,292
+1,662
52
$660K 0.39%
59,048
+28,656
53
$652K 0.39%
+32,210
54
$649K 0.39%
45,488
+11,542
55
$648K 0.39%
88,421
+50,330
56
$646K 0.38%
+11,156
57
$645K 0.38%
+3,331
58
$641K 0.38%
9,551
+4,501
59
$637K 0.38%
9,572
+5,419
60
$636K 0.38%
4,799
+257
61
$634K 0.38%
3,165
+807
62
$629K 0.37%
+11,502
63
$628K 0.37%
+46,878
64
$627K 0.37%
19,968
+2,858
65
$619K 0.37%
7,815
+3,809
66
$618K 0.37%
4,271
+2,405
67
$616K 0.37%
7,181
-1,270
68
$614K 0.37%
+8,950
69
$614K 0.37%
+30,160
70
$607K 0.36%
6,759
+1,048
71
$607K 0.36%
8,137
+4,631
72
$605K 0.36%
16,090
+4,784
73
$603K 0.36%
+11,042
74
$595K 0.35%
+10,114
75
$586K 0.35%
+4,862
1 2
3
4 5