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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.48%
79,740
-11,525
52
$1.31M 0.47%
+13,883
53
$1.3M 0.46%
19,281
-9,641
54
$1.28M 0.46%
14,465
+7,221
55
$1.25M 0.45%
+7,529
56
$1.24M 0.44%
6,821
+3,643
57
$1.21M 0.43%
+22,582
58
$1.21M 0.43%
+4,495
59
$1.21M 0.43%
+32,036
60
$1.19M 0.43%
9,376
-2,159
61
$1.17M 0.42%
+42,414
62
$1.16M 0.42%
+30,948
63
$1.13M 0.4%
+16,378
64
$1.13M 0.4%
+24,725
65
$1.08M 0.39%
13,471
+7,967
66
$1.08M 0.38%
+5,609
67
$1.07M 0.38%
28,541
+21,867
68
$1.06M 0.38%
+11,132
69
$1.05M 0.38%
+21,005
70
$978K 0.35%
+52,827
71
$971K 0.35%
+22,510
72
$965K 0.35%
+24,157
73
$949K 0.34%
+7,003
74
$946K 0.34%
19,539
+11,140
75
$945K 0.34%
11,725
-12,415
1 2
3
4 5