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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.57%
+19,041
52
$1.64M 0.57%
+4,516
53
$1.64M 0.57%
+10,644
54
$1.63M 0.56%
+12,901
55
$1.62M 0.56%
18,048
+12,911
56
$1.61M 0.56%
21,246
-1,442
57
$1.59M 0.55%
16,292
+1,827
58
$1.57M 0.54%
38,205
+30,214
59
$1.56M 0.54%
+7,258
60
$1.56M 0.54%
+68,310
61
$1.54M 0.53%
8,559
+4,931
62
$1.54M 0.53%
+9,400
63
$1.52M 0.53%
34,480
+24,965
64
$1.48M 0.51%
7,646
-5,063
65
$1.47M 0.51%
+41,471
66
$1.46M 0.5%
+9,830
67
$1.45M 0.5%
+14,023
68
$1.43M 0.49%
+30,154
69
$1.42M 0.49%
61,798
+46,221
70
$1.42M 0.49%
+17,795
71
$1.38M 0.47%
+34,589
72
$1.33M 0.46%
+6,933
73
$1.31M 0.45%
+16,351
74
$1.3M 0.45%
+14,383
75
$1.3M 0.45%
15,146
+10,492
1 2
3
4 5