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
$180M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.15M
3
+$4.9M
4
HSY icon
Hershey
HSY
+$4.64M
5
PRU icon
Prudential Financial
PRU
+$3.43M

Top Sells

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
BEAV
B/E Aerospace Inc
BEAV
+$2.82M

Sector Composition

1 Financials 26.06%
2 Industrials 21.09%
3 Utilities 9.85%
4 Consumer Discretionary 8.2%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$791K 0.44%
17,199
-34,748
77
$787K 0.44%
+15,962
78
$786K 0.44%
+20,410
79
$786K 0.44%
+10,186
80
$773K 0.43%
29,931
+16,802
81
$749K 0.42%
+11,274
82
$747K 0.41%
+10,660
83
$740K 0.41%
+21,806
84
$721K 0.4%
19,746
+13,488
85
$718K 0.4%
+6,790
86
$718K 0.4%
+3,231
87
$699K 0.39%
+22,476
88
$696K 0.39%
+28,724
89
$684K 0.38%
4,588
+2,985
90
$679K 0.38%
+8,290
91
$669K 0.37%
+36,098
92
$661K 0.37%
+9,984
93
$653K 0.36%
+16,890
94
$648K 0.36%
+7,059
95
$648K 0.36%
37,788
+11,709
96
$628K 0.35%
+31,030
97
$613K 0.34%
+17,379
98
$610K 0.34%
12,315
+1,250
99
$610K 0.34%
+22,006
100
$604K 0.33%
+31,470
2 3
4
5 6