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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$593K 0.3%
+13,351
102
$593K 0.3%
4,837
-2,151
103
$592K 0.3%
3,434
-288
104
$592K 0.3%
26,642
+15,953
105
$585K 0.29%
+148
106
$577K 0.29%
4,231
-1,555
107
$577K 0.29%
+3,347
108
$572K 0.29%
+4,760
109
$569K 0.28%
+24,704
110
$568K 0.28%
+13,800
111
$564K 0.28%
3,055
+1,001
112
$561K 0.28%
+17,262
113
$560K 0.28%
16,579
-1,097
114
$560K 0.28%
+15,148
115
$558K 0.28%
+9,223
116
$557K 0.28%
11,527
+170
117
$554K 0.28%
+13,056
118
$553K 0.28%
+9,765
119
$551K 0.28%
4,062
-4,648
120
$542K 0.27%
+6,480
121
$541K 0.27%
+7,152
122
$537K 0.27%
33,392
+13,280
123
$532K 0.27%
+12,563
124
$532K 0.27%
3,982
-527
125
$531K 0.27%
+18,592
3 4
5
6 7