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
$276M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$5.86M
3
+$5.4M
4
C icon
Citigroup
C
+$5.23M
5
RTN
Raytheon Company
RTN
+$4.79M

Top Sells

1
+$5.15M
2
+$4.9M
3
+$4M
4
NI icon
NiSource
NI
+$2.96M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Sector Composition

1 Industrials 22.87%
2 Financials 20.1%
3 Consumer Discretionary 13.77%
4 Utilities 9.04%
5 Real Estate 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.48%
+10,460
77
$1.24M 0.45%
+123,000
78
$1.22M 0.44%
19,482
-23,904
79
$1.21M 0.44%
14,532
-12,460
80
$1.2M 0.43%
12,674
-5,300
81
$1.17M 0.42%
15,749
+12,430
82
$1.15M 0.42%
+4,520
83
$1.1M 0.4%
+30,173
84
$1.1M 0.4%
+12,889
85
$1.1M 0.4%
+43,101
86
$1.09M 0.4%
13,017
-2,854
87
$1.07M 0.39%
+9,317
88
$1.04M 0.38%
+23,701
89
$1M 0.36%
+9,485
90
$986K 0.36%
28,795
+6,319
91
$984K 0.36%
+16,965
92
$982K 0.36%
+14,288
93
$973K 0.35%
18,341
-6,716
94
$967K 0.35%
+27,012
95
$926K 0.34%
22,656
+13,208
96
$926K 0.34%
+85,409
97
$924K 0.34%
8,968
-11,997
98
$918K 0.33%
+4,115
99
$889K 0.32%
+19,597
100
$884K 0.32%
+15,092
2 3
4
5 6