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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$521K 0.26%
29,910
+12,573
127
$521K 0.26%
+35,730
128
$520K 0.26%
+8,942
129
$515K 0.26%
10,620
+627
130
$514K 0.26%
36,612
+20,626
131
$511K 0.26%
5,076
-3,888
132
$506K 0.25%
4,321
+1,748
133
$504K 0.25%
+6,320
134
$501K 0.25%
+4,406
135
$500K 0.25%
+13,352
136
$498K 0.25%
+9,393
137
$498K 0.25%
3,284
-2,022
138
$492K 0.25%
+3,415
139
$491K 0.25%
+4,673
140
$491K 0.25%
+6,958
141
$491K 0.25%
14,346
+4,740
142
$490K 0.25%
2,476
+74
143
$490K 0.25%
+28,540
144
$489K 0.24%
11,884
+7,210
145
$487K 0.24%
+9,384
146
$486K 0.24%
+5,666
147
$485K 0.24%
9,254
-53,082
148
$485K 0.24%
1,810
+32
149
$484K 0.24%
5,988
+2,902
150
$480K 0.24%
2,758
-3,266
4 5
6
7 8