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
$180M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.15M
3
+$4.9M
4
HSY icon
Hershey
HSY
+$4.64M
5
PRU icon
Prudential Financial
PRU
+$3.43M

Top Sells

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
BEAV
B/E Aerospace Inc
BEAV
+$2.82M

Sector Composition

1 Financials 26.06%
2 Industrials 21.09%
3 Utilities 9.85%
4 Consumer Discretionary 8.2%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$442K 0.25%
7,339
+113
127
$439K 0.24%
+13,720
128
$437K 0.24%
+13,076
129
$437K 0.24%
+17,547
130
$419K 0.23%
+5,772
131
$412K 0.23%
+14,021
132
$410K 0.23%
+3,566
133
$403K 0.22%
3,660
-6,828
134
$395K 0.22%
+3,624
135
$393K 0.22%
+6,475
136
$392K 0.22%
+18,482
137
$389K 0.22%
+9,448
138
$389K 0.22%
8,698
-2,937
139
$382K 0.21%
+14,280
140
$378K 0.21%
4,779
+724
141
$369K 0.2%
+10,489
142
$363K 0.2%
+5,548
143
$350K 0.19%
+5,042
144
$344K 0.19%
+11,199
145
$343K 0.19%
+4,853
146
$340K 0.19%
+8,449
147
$336K 0.19%
+5,761
148
$332K 0.18%
+5,574
149
$332K 0.18%
+3,351
150
$327K 0.18%
+1,389
4 5
6
7 8