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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.51%
16,345
+11,945
52
$1.25M 0.51%
17,470
+8,386
53
$1.22M 0.5%
20,470
-512
54
$1.19M 0.48%
+14,893
55
$1.18M 0.48%
+24,869
56
$1.16M 0.47%
12,581
+7,919
57
$1.16M 0.47%
17,139
+11,245
58
$1.14M 0.47%
+17,468
59
$1.14M 0.47%
6,798
-14,013
60
$1.13M 0.46%
+24,591
61
$1.12M 0.46%
+9,114
62
$1.11M 0.45%
+10,609
63
$1.09M 0.45%
+53,403
64
$1.09M 0.44%
+5,528
65
$1.08M 0.44%
+54,711
66
$1.07M 0.44%
+27,010
67
$1.06M 0.43%
14,402
+12,145
68
$1.03M 0.42%
+12,094
69
$1.02M 0.42%
26,048
+6,818
70
$1.01M 0.41%
60,264
+51,029
71
$991K 0.4%
+6,645
72
$986K 0.4%
+11,305
73
$957K 0.39%
+7,297
74
$955K 0.39%
+58,894
75
$950K 0.39%
21,088
+8,942
1 2
3
4 5