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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$539K 0.25%
+11,922
127
$535K 0.25%
4,662
+278
128
$533K 0.25%
5,672
-4,446
129
$528K 0.25%
+6,825
130
$524K 0.25%
+7,135
131
$523K 0.25%
5,948
+2,190
132
$521K 0.25%
+14,614
133
$519K 0.24%
+24,619
134
$517K 0.24%
+17,865
135
$516K 0.24%
11,660
+7,155
136
$515K 0.24%
+6,673
137
$513K 0.24%
+19,235
138
$511K 0.24%
+9,843
139
$510K 0.24%
4,112
+1,931
140
$507K 0.24%
5,619
-1,588
141
$506K 0.24%
+3,005
142
$504K 0.24%
+11,693
143
$501K 0.24%
+7,388
144
$500K 0.24%
2,412
-643
145
$498K 0.23%
+10,833
146
$494K 0.23%
3,722
+788
147
$491K 0.23%
+5,714
148
$489K 0.23%
5,039
+677
149
$489K 0.23%
+7,460
150
$482K 0.23%
4,777
+1,455
4 5
6
7 8