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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$451K 0.26%
+2,601
127
$447K 0.26%
+4,372
128
$442K 0.26%
+29,430
129
$430K 0.25%
13,078
+1,872
130
$429K 0.25%
+3,717
131
$429K 0.25%
+6,171
132
$427K 0.25%
9,500
-834
133
$424K 0.25%
5,368
-2,655
134
$421K 0.25%
+4,435
135
$416K 0.24%
+9,606
136
$416K 0.24%
10,387
-4,356
137
$404K 0.24%
+7,993
138
$402K 0.24%
+24,924
139
$400K 0.23%
3,683
-10,753
140
$400K 0.23%
25,196
+8,057
141
$389K 0.23%
+78,889
142
$387K 0.23%
+5,629
143
$386K 0.23%
+14,214
144
$383K 0.22%
+6,945
145
$380K 0.22%
8,599
-3,589
146
$378K 0.22%
+8,319
147
$372K 0.22%
+4,811
148
$370K 0.22%
+56,710
149
$368K 0.22%
+7,621
150
$365K 0.21%
4,143
-5,405
4 5
6
7 8