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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$873K 0.51%
11,456
-24,138
77
$872K 0.51%
+8,988
78
$862K 0.5%
+9,650
79
$857K 0.5%
32,991
-44,741
80
$842K 0.49%
+22,182
81
$831K 0.49%
16,685
-19,778
82
$784K 0.46%
8,716
+3,757
83
$779K 0.46%
53,018
+15,553
84
$776K 0.45%
+15,767
85
$776K 0.45%
+48,306
86
$772K 0.45%
13,750
+8,325
87
$766K 0.45%
11,412
+4,472
88
$760K 0.44%
+13,272
89
$756K 0.44%
+10,514
90
$738K 0.43%
+15,309
91
$738K 0.43%
+23,176
92
$730K 0.43%
+25,508
93
$727K 0.43%
+25,519
94
$726K 0.42%
+7,994
95
$709K 0.42%
+14,988
96
$702K 0.41%
3,998
-137
97
$697K 0.41%
+4,616
98
$670K 0.39%
+11,509
99
$666K 0.39%
14,371
-1,776
100
$664K 0.39%
5,820
-23,381
2 3
4
5 6