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
$172M
AUM Growth
+$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$3.84M
4
MA icon
Mastercard
MA
+$3.75M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.65M

Top Sells

1
+$1.96M
2
+$1.83M
3
+$1.75M
4
ADBE icon
Adobe
ADBE
+$1.58M
5
WU icon
Western Union
WU
+$1.48M

Sector Composition

1 Financials 34.6%
2 Industrials 11.89%
3 Technology 11.73%
4 Real Estate 10.33%
5 Utilities 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$501K 0.29%
+24,492
102
$479K 0.28%
+14,864
103
$479K 0.28%
+7,221
104
$476K 0.28%
+7,788
105
$472K 0.27%
+6,355
106
$466K 0.27%
+15,639
107
$452K 0.26%
+1,770
108
$447K 0.26%
+11,834
109
$446K 0.26%
+6,119
110
$421K 0.24%
+8,954
111
$419K 0.24%
4,675
+617
112
$412K 0.24%
5,507
-7,199
113
$412K 0.24%
+8,290
114
$410K 0.24%
+36,847
115
$396K 0.23%
+7,091
116
$393K 0.23%
+13,979
117
$391K 0.23%
2,732
-1,521
118
$391K 0.23%
+4,591
119
$388K 0.23%
+7,057
120
$388K 0.23%
+7,915
121
$383K 0.22%
8,297
-23,553
122
$382K 0.22%
+324,680
123
$377K 0.22%
+6,589
124
$372K 0.22%
15,146
+3,486
125
$371K 0.22%
+4,583
3 4
5
6 7