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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$607K 0.29%
16,022
+6,117
102
$603K 0.28%
12,146
-4,082
103
$603K 0.28%
5,323
+3,394
104
$599K 0.28%
13,963
-8,070
105
$599K 0.28%
10,825
+6,699
106
$597K 0.28%
65,650
+27,800
107
$595K 0.28%
+5,934
108
$589K 0.28%
+3,209
109
$585K 0.28%
6,212
+1,136
110
$585K 0.28%
2,752
+677
111
$585K 0.28%
+9,313
112
$584K 0.27%
+16,461
113
$584K 0.27%
+13,057
114
$580K 0.27%
17,082
-6,241
115
$578K 0.27%
4,428
-332
116
$577K 0.27%
+15,279
117
$576K 0.27%
3,825
-406
118
$576K 0.27%
+14,085
119
$572K 0.27%
13,396
+7,026
120
$571K 0.27%
+5,782
121
$560K 0.26%
6,404
+2,814
122
$554K 0.26%
6,399
+203
123
$545K 0.26%
+3,948
124
$540K 0.25%
+14,602
125
$539K 0.25%
+22,010
3 4
5
6 7