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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$927K 0.33%
10,493
-17,003
77
$921K 0.33%
62,861
+32,825
78
$919K 0.33%
23,246
-13,978
79
$916K 0.33%
+21,052
80
$915K 0.33%
+4,434
81
$902K 0.32%
6,421
+1,784
82
$899K 0.32%
16,691
+10,333
83
$868K 0.31%
11,584
-184
84
$864K 0.31%
+21,354
85
$859K 0.31%
32,513
+19,756
86
$841K 0.3%
+16,224
87
$828K 0.3%
+22,277
88
$816K 0.29%
+5,112
89
$810K 0.29%
+14,293
90
$798K 0.29%
+14,092
91
$795K 0.28%
+20,233
92
$791K 0.28%
+47,316
93
$779K 0.28%
31,215
-3,699
94
$771K 0.28%
+12,134
95
$767K 0.27%
+14,058
96
$758K 0.27%
+7,031
97
$758K 0.27%
9,503
-18,075
98
$750K 0.27%
14,897
+7,779
99
$743K 0.27%
8,083
-15,047
100
$728K 0.26%
+4,641
2 3
4
5 6