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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$426K 0.18%
+11,206
152
$425K 0.18%
+7,163
153
$425K 0.18%
+6,607
154
$425K 0.18%
+4,959
155
$425K 0.18%
18,579
+824
156
$425K 0.18%
+3,440
157
$423K 0.17%
+2,612
158
$423K 0.17%
+5,691
159
$418K 0.17%
+6,506
160
$414K 0.17%
+4,740
161
$411K 0.17%
+33,194
162
$410K 0.17%
+2,150
163
$410K 0.17%
+7,204
164
$409K 0.17%
+7,100
165
$406K 0.17%
+11,812
166
$397K 0.16%
1,703
+791
167
$395K 0.16%
+10,334
168
$388K 0.16%
13,564
-321
169
$385K 0.16%
+4,600
170
$385K 0.16%
4,038
-3,412
171
$385K 0.16%
2,201
+346
172
$381K 0.16%
+16,718
173
$376K 0.16%
+8,028
174
$372K 0.15%
10,404
-12,817
175
$370K 0.15%
+20,551
5 6
7
8 9