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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$711K 0.36%
+36,164
77
$710K 0.36%
+16,228
78
$699K 0.35%
4,896
+3,060
79
$695K 0.35%
7,939
-813
80
$694K 0.35%
+9,281
81
$688K 0.34%
+34,354
82
$682K 0.34%
+14,436
83
$676K 0.34%
13,614
+8,334
84
$667K 0.33%
+8,944
85
$665K 0.33%
8,499
-712
86
$661K 0.33%
6,844
-2,937
87
$660K 0.33%
+12,187
88
$655K 0.33%
+7,207
89
$645K 0.32%
+51,690
90
$631K 0.32%
12,116
+5,410
91
$629K 0.31%
7,513
-2,524
92
$628K 0.31%
+5,652
93
$618K 0.31%
+6,196
94
$616K 0.31%
+9,299
95
$615K 0.31%
+11,646
96
$614K 0.31%
4,625
+2,137
97
$603K 0.3%
+5,718
98
$603K 0.3%
+25,210
99
$597K 0.3%
4,759
+1,176
100
$596K 0.3%
5,418
+1,827
2 3
4
5 6