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
$169M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
LVS icon
Las Vegas Sands
LVS
+$3.24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.13%
2 Financials 18.82%
3 Consumer Staples 11.41%
4 Utilities 11.08%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$808K 0.48%
+5,829
77
$748K 0.44%
+18,094
78
$746K 0.44%
+21,270
79
$660K 0.39%
+13,876
80
$645K 0.38%
+11,676
81
$631K 0.37%
+10,426
82
$628K 0.37%
+11,771
83
$606K 0.36%
+18,212
84
$604K 0.36%
+27,054
85
$594K 0.35%
+11,065
86
$591K 0.35%
+37,945
87
$589K 0.35%
+20,222
88
$579K 0.34%
+22,315
89
$579K 0.34%
+28,837
90
$577K 0.34%
+8,361
91
$576K 0.34%
+17,352
92
$570K 0.34%
+42,450
93
$553K 0.33%
+24,007
94
$551K 0.33%
+15,770
95
$547K 0.32%
+6,431
96
$533K 0.32%
+14,118
97
$526K 0.31%
+11,055
98
$525K 0.31%
+10,285
99
$519K 0.31%
+11,635
100
$511K 0.3%
+22,644
2 3
4
5 6