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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$579K 0.34%
18,419
-7,208
77
$579K 0.34%
+2,489
78
$575K 0.34%
12,790
+155
79
$571K 0.34%
11,065
-115
80
$571K 0.34%
23,269
+4,012
81
$561K 0.33%
8,227
+4,411
82
$560K 0.33%
3,412
+786
83
$553K 0.33%
+6,772
84
$549K 0.33%
2,597
+1,055
85
$548K 0.33%
35,882
-21,941
86
$544K 0.32%
5,656
-1,043
87
$543K 0.32%
5,588
+3,241
88
$531K 0.32%
+25,497
89
$530K 0.32%
+5,432
90
$528K 0.31%
+7,956
91
$525K 0.31%
7,021
+3,927
92
$522K 0.31%
15,775
+5,616
93
$519K 0.31%
+7,649
94
$519K 0.31%
11,168
+6,151
95
$518K 0.31%
+3,170
96
$517K 0.31%
+9,512
97
$517K 0.31%
+12,011
98
$517K 0.31%
+23,571
99
$514K 0.31%
12,896
+997
100
$513K 0.31%
+6,254
2 3
4
5 6