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
$90.9M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.02M
3
+$966K
4
SO icon
Southern Company
SO
+$865K
5
TER icon
Teradyne
TER
+$790K

Top Sells

1
+$1.54M
2
+$1.47M
3
+$1.47M
4
FLR icon
Fluor
FLR
+$1.41M
5
CMI icon
Cummins
CMI
+$1.38M

Sector Composition

1 Financials 19.64%
2 Industrials 12.96%
3 Technology 12.69%
4 Real Estate 10.6%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.52%
+11,733
52
$469K 0.52%
3,474
+245
53
$462K 0.51%
3,559
+937
54
$459K 0.51%
17,925
+10,061
55
$454K 0.5%
6,102
-19,796
56
$453K 0.5%
11,760
+5,167
57
$453K 0.5%
+4,511
58
$449K 0.49%
3,464
-2,177
59
$449K 0.49%
12,796
+4,149
60
$448K 0.49%
3,370
-3,860
61
$447K 0.49%
22,133
+10,168
62
$446K 0.49%
3,664
+1,511
63
$444K 0.49%
+4,732
64
$443K 0.49%
3,742
-3,060
65
$442K 0.49%
+6,906
66
$441K 0.49%
+4,839
67
$440K 0.48%
+4,043
68
$440K 0.48%
+18,659
69
$438K 0.48%
7,563
-6,646
70
$438K 0.48%
+4,520
71
$432K 0.48%
17,529
-130
72
$431K 0.47%
9,474
+4,040
73
$430K 0.47%
17,531
+5,396
74
$418K 0.46%
16,635
+1,006
75
$415K 0.46%
20,295
-11,915
1 2
3
4 5