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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.49%
+68,300
52
$1.02M 0.48%
32,977
+19,934
53
$1.02M 0.48%
+39,154
54
$1.01M 0.48%
+18,547
55
$995K 0.47%
+15,734
56
$975K 0.46%
9,888
+6,773
57
$971K 0.46%
+5,338
58
$956K 0.45%
5,299
+3,417
59
$951K 0.45%
+6,557
60
$936K 0.44%
+5,848
61
$920K 0.43%
+4,709
62
$900K 0.42%
5,471
+3,828
63
$895K 0.42%
+35,909
64
$879K 0.41%
16,476
+12,427
65
$874K 0.41%
+9,352
66
$831K 0.39%
+7,478
67
$828K 0.39%
+10,159
68
$824K 0.39%
+6,696
69
$816K 0.38%
+14,944
70
$806K 0.38%
+11,185
71
$793K 0.37%
+12,068
72
$782K 0.37%
16,108
-1,817
73
$769K 0.36%
+4,079
74
$767K 0.36%
+12,482
75
$767K 0.36%
+3,356
1 2
3
4 5