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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$585K 0.24%
4,680
-9,322
127
$585K 0.24%
8,023
-22,091
128
$576K 0.24%
29,186
-547
129
$573K 0.24%
+31,825
130
$570K 0.24%
+24,229
131
$568K 0.23%
+14,001
132
$564K 0.23%
+10,697
133
$553K 0.23%
6,756
-18,567
134
$550K 0.23%
+19,044
135
$547K 0.23%
+8,880
136
$530K 0.22%
+7,716
137
$510K 0.21%
+15,850
138
$508K 0.21%
+10,148
139
$507K 0.21%
+4,876
140
$506K 0.21%
+9,554
141
$476K 0.2%
+26,137
142
$448K 0.19%
+13,335
143
$444K 0.18%
+2,732
144
$441K 0.18%
+6,050
145
$439K 0.18%
2,102
+344
146
$436K 0.18%
15,546
-8,548
147
$429K 0.18%
+2,795
148
$429K 0.18%
+6,940
149
$428K 0.18%
18,991
-36,125
150
$426K 0.18%
+6,344
4 5
6
7 8