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
$180M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.15M
3
+$4.9M
4
HSY icon
Hershey
HSY
+$4.64M
5
PRU icon
Prudential Financial
PRU
+$3.43M

Top Sells

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
BEAV
B/E Aerospace Inc
BEAV
+$2.82M

Sector Composition

1 Financials 26.06%
2 Industrials 21.09%
3 Utilities 9.85%
4 Consumer Discretionary 8.2%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.33%
+7,377
102
$592K 0.33%
+8,478
103
$590K 0.33%
28,318
+6,834
104
$580K 0.32%
+20,478
105
$578K 0.32%
+26,714
106
$578K 0.32%
7,153
-33,885
107
$573K 0.32%
5,039
-6,668
108
$571K 0.32%
3,728
+1,620
109
$564K 0.31%
15,362
+6,052
110
$553K 0.31%
+13,225
111
$550K 0.3%
+11,521
112
$549K 0.3%
+13,760
113
$534K 0.3%
12,449
-28,549
114
$522K 0.29%
+10,046
115
$511K 0.28%
4,145
-3,801
116
$498K 0.28%
+9,832
117
$496K 0.28%
+9,510
118
$491K 0.27%
6,823
-13,967
119
$490K 0.27%
+16,355
120
$473K 0.26%
+2,175
121
$472K 0.26%
+15,221
122
$459K 0.25%
+37,248
123
$446K 0.25%
+20,762
124
$444K 0.25%
+18,553
125
$444K 0.25%
+8,220
3 4
5
6 7