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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$890K 0.45%
+14,236
52
$886K 0.44%
+7,019
53
$871K 0.44%
+9,078
54
$858K 0.43%
10,054
-3,861
55
$857K 0.43%
10,838
+6,735
56
$848K 0.42%
14,336
+7,061
57
$843K 0.42%
41,278
+24,927
58
$834K 0.42%
+21,949
59
$833K 0.42%
+23,323
60
$831K 0.42%
+22,690
61
$827K 0.41%
+45,360
62
$823K 0.41%
6,094
-1,617
63
$806K 0.4%
8,664
+5,713
64
$801K 0.4%
18,072
+4,300
65
$787K 0.39%
3,468
+1,283
66
$778K 0.39%
+12,443
67
$774K 0.39%
18,876
+11,957
68
$759K 0.38%
+5,685
69
$753K 0.38%
+2,568
70
$746K 0.37%
16,124
+496
71
$741K 0.37%
+47,590
72
$730K 0.37%
+5,220
73
$729K 0.36%
18,739
-979
74
$728K 0.36%
+53,108
75
$718K 0.36%
+5,714
1 2
3
4 5