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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$465K 0.28%
11,518
+2,245
127
$464K 0.28%
11,648
+3,494
128
$461K 0.27%
+16,322
129
$458K 0.27%
+6,721
130
$457K 0.27%
12,320
-2,686
131
$454K 0.27%
+8,342
132
$454K 0.27%
+15,480
133
$453K 0.27%
24,177
-2,155
134
$450K 0.27%
+14,573
135
$448K 0.27%
21,852
-248
136
$446K 0.27%
+3,306
137
$444K 0.26%
+11,161
138
$442K 0.26%
+16,674
139
$441K 0.26%
+15,845
140
$439K 0.26%
+8,880
141
$437K 0.26%
+26,462
142
$437K 0.26%
4,495
+1,728
143
$436K 0.26%
11,449
-1,150
144
$435K 0.26%
+12,416
145
$435K 0.26%
4,883
-839
146
$428K 0.25%
4,473
+1,899
147
$426K 0.25%
9,430
-141
148
$420K 0.25%
+7,929
149
$415K 0.25%
8,522
+1,334
150
$414K 0.25%
5,679
+957
4 5
6
7 8