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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.3M 0.45%
50,244
+19,029
77
$1.3M 0.45%
+8,091
78
$1.29M 0.45%
+16,662
79
$1.29M 0.44%
28,698
-12,087
80
$1.28M 0.44%
+6,423
81
$1.24M 0.43%
24,339
+12,985
82
$1.23M 0.43%
22,280
+10,170
83
$1.23M 0.42%
+10,037
84
$1.22M 0.42%
+24,477
85
$1.21M 0.42%
8,957
-3,372
86
$1.19M 0.41%
47,042
+35,715
87
$1.19M 0.41%
+13,528
88
$1.19M 0.41%
102,138
+86,645
89
$1.18M 0.41%
22,477
-27,421
90
$1.17M 0.4%
+10,220
91
$1.16M 0.4%
+11,216
92
$1.15M 0.4%
+26,658
93
$1.15M 0.4%
+4,079
94
$1.15M 0.4%
+8,436
95
$1.14M 0.39%
31,876
+23,322
96
$1.11M 0.38%
+1,317
97
$1.11M 0.38%
35,485
+22,532
98
$1.1M 0.38%
8,916
+5,514
99
$1.09M 0.38%
27,297
+10,281
100
$1.09M 0.38%
+8,366
2 3
4
5 6