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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$512K 0.3%
8,457
-4,461
102
$509K 0.3%
+1,063
103
$501K 0.3%
6,708
-966
104
$498K 0.3%
+15,124
105
$498K 0.3%
6,221
+2,030
106
$497K 0.3%
+20,789
107
$495K 0.29%
+3,198
108
$494K 0.29%
9,254
+2,497
109
$492K 0.29%
+18,263
110
$490K 0.29%
+3,885
111
$487K 0.29%
23,775
+8,028
112
$486K 0.29%
+5,244
113
$486K 0.29%
11,815
+6,968
114
$478K 0.28%
4,495
+778
115
$477K 0.28%
15,046
-4,313
116
$476K 0.28%
+39,352
117
$475K 0.28%
21,673
-13,988
118
$474K 0.28%
5,684
-7,499
119
$473K 0.28%
+32,510
120
$473K 0.28%
8,973
+3,566
121
$471K 0.28%
7,809
+1,899
122
$470K 0.28%
+36,501
123
$469K 0.28%
34,020
+14,945
124
$468K 0.28%
+12,325
125
$467K 0.28%
2,264
+209
3 4
5
6 7