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
$180M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.15M
3
+$4.9M
4
HSY icon
Hershey
HSY
+$4.64M
5
PRU icon
Prudential Financial
PRU
+$3.43M

Top Sells

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
BEAV
B/E Aerospace Inc
BEAV
+$2.82M

Sector Composition

1 Financials 26.06%
2 Industrials 21.09%
3 Utilities 9.85%
4 Consumer Discretionary 8.2%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$319K 0.18%
+2,348
152
$319K 0.18%
+3,364
153
$317K 0.18%
+9,654
154
$311K 0.17%
+2,915
155
$309K 0.17%
+14,794
156
$302K 0.17%
+5,726
157
$300K 0.17%
+7,868
158
$298K 0.17%
+73,987
159
$287K 0.16%
5,500
-12,485
160
$287K 0.16%
+9,177
161
$286K 0.16%
44,440
-19,840
162
$286K 0.16%
+6,493
163
$283K 0.16%
+1,602
164
$266K 0.15%
4,097
+615
165
$262K 0.15%
+6,123
166
$262K 0.15%
+3,701
167
$261K 0.14%
+7,758
168
$259K 0.14%
+5,271
169
$258K 0.14%
1,935
-3,894
170
$254K 0.14%
4,523
-3,437
171
$245K 0.14%
3,319
-17,678
172
$244K 0.14%
+7,203
173
$242K 0.13%
+22,233
174
$239K 0.13%
+3,422
175
$239K 0.13%
+4,313
5 6
7
8 9