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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.49%
11,778
-5,444
77
$1.16M 0.48%
+17,162
78
$1.14M 0.47%
+25,238
79
$1.1M 0.45%
+16,787
80
$1.1M 0.45%
+14,303
81
$1.09M 0.45%
+25,695
82
$1.09M 0.45%
+27,747
83
$1.08M 0.45%
17,654
+12,303
84
$1.08M 0.45%
54,087
+15,023
85
$1.07M 0.44%
+12,968
86
$1.06M 0.44%
20,402
+8,592
87
$1.05M 0.43%
7,552
-12,820
88
$1.01M 0.42%
+16,147
89
$1.01M 0.42%
19,610
+755
90
$997K 0.41%
+54,274
91
$975K 0.4%
7,590
+2,954
92
$974K 0.4%
14,837
+68
93
$967K 0.4%
+21,625
94
$957K 0.4%
11,405
+4,868
95
$919K 0.38%
+28,241
96
$918K 0.38%
+27,733
97
$917K 0.38%
20,121
+4,169
98
$900K 0.37%
+9,548
99
$886K 0.37%
+13,387
100
$876K 0.36%
43,461
-84,571
2 3
4
5 6