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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$763K 0.36%
+2,998
77
$757K 0.36%
8,602
-1,452
78
$739K 0.35%
+36,879
79
$735K 0.35%
30,757
+11,894
80
$733K 0.35%
8,755
+5,838
81
$729K 0.34%
+18,243
82
$727K 0.34%
4,886
-3
83
$717K 0.34%
9,867
-15,154
84
$717K 0.34%
+5,102
85
$701K 0.33%
+10,891
86
$699K 0.33%
+6,492
87
$698K 0.33%
19,230
-8,842
88
$693K 0.33%
+15,239
89
$693K 0.33%
18,929
+10,832
90
$683K 0.32%
+2,307
91
$672K 0.32%
9,187
+4,494
92
$664K 0.31%
9,817
+6,235
93
$653K 0.31%
4,886
+2,375
94
$652K 0.31%
+35,514
95
$652K 0.31%
+11,062
96
$639K 0.3%
+6,968
97
$638K 0.3%
9,084
-22,746
98
$620K 0.29%
17,961
+9,455
99
$613K 0.29%
8,204
+1,897
100
$610K 0.29%
+7,598
2 3
4
5 6