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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$607K 0.22%
+7,000
127
$606K 0.22%
18,421
-100,145
128
$604K 0.22%
14,660
-21,170
129
$603K 0.22%
9,282
-3,866
130
$603K 0.22%
+19,037
131
$595K 0.21%
3,628
+915
132
$589K 0.21%
10,027
-19,467
133
$589K 0.21%
+4,006
134
$585K 0.21%
+17,680
135
$585K 0.21%
+9,640
136
$584K 0.21%
11,057
+7,531
137
$581K 0.21%
+11,667
138
$580K 0.21%
7,891
-1,714
139
$579K 0.21%
+8,158
140
$579K 0.21%
7,867
-21,778
141
$579K 0.21%
16,694
+7,708
142
$578K 0.21%
+6,314
143
$573K 0.2%
7,145
+724
144
$569K 0.2%
+16,051
145
$565K 0.2%
+12,110
146
$565K 0.2%
+5,660
147
$560K 0.2%
+8,710
148
$556K 0.2%
+2,318
149
$544K 0.19%
10,225
-7,706
150
$540K 0.19%
+5,193
4 5
6
7 8