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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$885K 0.31%
+22,997
127
$880K 0.3%
+14,634
128
$877K 0.3%
+3,076
129
$857K 0.3%
+5,613
130
$852K 0.29%
+2,572
131
$849K 0.29%
+6,645
132
$838K 0.29%
+2,924
133
$813K 0.28%
10,455
+2,704
134
$809K 0.28%
79,059
+52,584
135
$808K 0.28%
+9,905
136
$805K 0.28%
+6,019
137
$785K 0.27%
56,774
+23,176
138
$772K 0.27%
13,374
+7,271
139
$771K 0.27%
17,276
+11,274
140
$768K 0.27%
14,678
+3,011
141
$767K 0.26%
+9,613
142
$760K 0.26%
11,856
-7,425
143
$758K 0.26%
+4,536
144
$755K 0.26%
4,961
+955
145
$751K 0.26%
+20,309
146
$739K 0.26%
17,976
-10,565
147
$734K 0.25%
9,175
+5,385
148
$707K 0.24%
12,604
+8,020
149
$700K 0.24%
+5,255
150
$698K 0.24%
+9,969
4 5
6
7 8