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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$871K 0.36%
18,337
+9,317
102
$868K 0.36%
+53,358
103
$866K 0.36%
+28,919
104
$856K 0.35%
16,617
+12,953
105
$854K 0.35%
11,480
-39,995
106
$847K 0.35%
+18,178
107
$847K 0.35%
5,886
-1,406
108
$778K 0.32%
11,148
+5,338
109
$772K 0.32%
+11,140
110
$761K 0.31%
+26,356
111
$752K 0.31%
+34,088
112
$744K 0.31%
+4,135
113
$738K 0.31%
+25,058
114
$720K 0.3%
+37,465
115
$699K 0.29%
+8,071
116
$691K 0.29%
10,200
+3,115
117
$690K 0.29%
+14,967
118
$688K 0.28%
23,500
-19,419
119
$686K 0.28%
+8,634
120
$685K 0.28%
+14,743
121
$671K 0.28%
+6,898
122
$618K 0.26%
16,712
-34,082
123
$614K 0.25%
+19,333
124
$610K 0.25%
12,188
-14,078
125
$606K 0.25%
+15,726
3 4
5
6 7