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
$165M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.87M
3
+$3.85M
4
FITB icon
Fifth Third Bancorp
FITB
+$3.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

1
+$4.63M
2
+$4.49M
3
+$4.36M
4
RF icon
Regions Financial
RF
+$4.17M
5
WR
Westar Energy Inc
WR
+$3.84M

Sector Composition

1 Financials 30.44%
2 Utilities 12.73%
3 Industrials 11.21%
4 Real Estate 10.08%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.28%
+6,347
102
$454K 0.27%
+7,790
103
$449K 0.27%
+9,792
104
$442K 0.27%
19,696
-20,985
105
$442K 0.27%
5,240
+649
106
$437K 0.26%
+17,653
107
$430K 0.26%
+7,999
108
$425K 0.26%
7,168
+174
109
$415K 0.25%
+15,339
110
$413K 0.25%
+2,971
111
$410K 0.25%
11,194
+2,795
112
$406K 0.25%
22,889
+12,586
113
$403K 0.24%
+6,136
114
$402K 0.24%
10,444
-18,034
115
$397K 0.24%
+6,211
116
$389K 0.24%
+4,007
117
$383K 0.23%
+5,461
118
$380K 0.23%
+11,364
119
$376K 0.23%
+7,057
120
$372K 0.22%
+13,296
121
$372K 0.22%
+5,126
122
$369K 0.22%
+6,378
123
$362K 0.22%
+2,941
124
$361K 0.22%
+6,152
125
$356K 0.22%
+10,644
3 4
5
6 7