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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.38%
+4,066
102
$1.09M 0.38%
+29,909
103
$1.08M 0.37%
+2,949
104
$1.07M 0.37%
14,753
+8,825
105
$1.07M 0.37%
+16,027
106
$1.06M 0.37%
+7,812
107
$1.06M 0.37%
+7,403
108
$1.05M 0.36%
+22,781
109
$1.04M 0.36%
+17,622
110
$1.03M 0.36%
+8,003
111
$1.02M 0.35%
545
+418
112
$1.02M 0.35%
+1,664
113
$1.01M 0.35%
+2,085
114
$1M 0.35%
8,124
+2,547
115
$992K 0.34%
22,632
+17,474
116
$979K 0.34%
+3,704
117
$955K 0.33%
+7,290
118
$952K 0.33%
3,260
-4,421
119
$948K 0.33%
+18,671
120
$929K 0.32%
+7,778
121
$907K 0.31%
+10,881
122
$905K 0.31%
+50,628
123
$895K 0.31%
+16,422
124
$889K 0.31%
+8,965
125
$887K 0.31%
+22,060
3 4
5
6 7