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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$722K 0.29%
+14,656
102
$721K 0.29%
7,294
-2,729
103
$719K 0.29%
+4,068
104
$701K 0.29%
+119,839
105
$697K 0.28%
+18,326
106
$691K 0.28%
4,658
-1,190
107
$688K 0.28%
+14,565
108
$675K 0.28%
9,605
+7,263
109
$664K 0.27%
21,166
+6,564
110
$660K 0.27%
+11,768
111
$658K 0.27%
+6,739
112
$655K 0.27%
+15,142
113
$650K 0.27%
+19,972
114
$650K 0.27%
6,343
+3,362
115
$647K 0.26%
+10,216
116
$641K 0.26%
+10,917
117
$633K 0.26%
+5,214
118
$630K 0.26%
+44,399
119
$630K 0.26%
+21,559
120
$630K 0.26%
18,990
+4,905
121
$602K 0.25%
+4,268
122
$602K 0.25%
+10,602
123
$598K 0.24%
+12,575
124
$591K 0.24%
+9,602
125
$588K 0.24%
19,780
+11,717
3 4
5
6 7