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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$586K 0.24%
+18,244
127
$586K 0.24%
12,679
+5,748
128
$585K 0.24%
+12,142
129
$570K 0.23%
+9,619
130
$570K 0.23%
+17,462
131
$566K 0.23%
3,728
+622
132
$564K 0.23%
2,816
+726
133
$560K 0.23%
+8,511
134
$556K 0.23%
+11,605
135
$550K 0.22%
5,908
+3,018
136
$544K 0.22%
4,542
+463
137
$541K 0.22%
4,801
+373
138
$540K 0.22%
+20,850
139
$540K 0.22%
+12,746
140
$538K 0.22%
+5,866
141
$534K 0.22%
+5,852
142
$533K 0.22%
+4,637
143
$532K 0.22%
+19,578
144
$531K 0.22%
+7,244
145
$529K 0.22%
+631
146
$520K 0.21%
+12,760
147
$519K 0.21%
5,805
-10,328
148
$515K 0.21%
+7,238
149
$509K 0.21%
30,810
-37,334
150
$508K 0.21%
8,193
+4,348
4 5
6
7 8