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
$165M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.87M
3
+$3.85M
4
FITB icon
Fifth Third Bancorp
FITB
+$3.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

1
+$4.63M
2
+$4.49M
3
+$4.36M
4
RF icon
Regions Financial
RF
+$4.17M
5
WR
Westar Energy Inc
WR
+$3.84M

Sector Composition

1 Financials 30.44%
2 Utilities 12.73%
3 Industrials 11.21%
4 Real Estate 10.08%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$752K 0.45%
+42,831
77
$741K 0.45%
+20,620
78
$721K 0.44%
4,447
+2,454
79
$697K 0.42%
+9,153
80
$688K 0.42%
+8,666
81
$668K 0.4%
8,082
-25,336
82
$644K 0.39%
9,032
-4,965
83
$640K 0.39%
+10,780
84
$619K 0.37%
+16,036
85
$617K 0.37%
+9,435
86
$614K 0.37%
+5,866
87
$606K 0.37%
6,221
-7,646
88
$568K 0.34%
+3,735
89
$564K 0.34%
+35,633
90
$559K 0.34%
+14,228
91
$552K 0.33%
+9,895
92
$546K 0.33%
+5,893
93
$536K 0.32%
+17,685
94
$529K 0.32%
+86,456
95
$520K 0.31%
+15,713
96
$512K 0.31%
+11,236
97
$479K 0.29%
+6,627
98
$473K 0.29%
17,021
+8,580
99
$470K 0.28%
6,652
+533
100
$465K 0.28%
47,181
-361,607
2 3
4
5 6