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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$648K 0.38%
+11,551
102
$634K 0.37%
+10,725
103
$622K 0.36%
24,270
+8,724
104
$604K 0.35%
13,071
-23,617
105
$602K 0.35%
13,443
-4,894
106
$592K 0.35%
9,659
+4,549
107
$592K 0.35%
3,256
+1,106
108
$588K 0.34%
+20,591
109
$586K 0.34%
+10,779
110
$577K 0.34%
+21,288
111
$574K 0.34%
11,190
-7,844
112
$553K 0.32%
+11,677
113
$527K 0.31%
+14,796
114
$518K 0.3%
+3,121
115
$514K 0.3%
13,021
-980
116
$500K 0.29%
+6,017
117
$496K 0.29%
+6,887
118
$495K 0.29%
3,423
-7,243
119
$493K 0.29%
+23,051
120
$493K 0.29%
8,296
-584
121
$492K 0.29%
+7,550
122
$487K 0.29%
+5,577
123
$470K 0.28%
+11,233
124
$463K 0.27%
6,941
-14,989
125
$460K 0.27%
8,932
+298
3 4
5
6 7