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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$357K 0.21%
+7,735
152
$348K 0.2%
3,905
-14,985
153
$342K 0.2%
+8,624
154
$341K 0.2%
+4,749
155
$340K 0.2%
+4,733
156
$330K 0.19%
+6,135
157
$327K 0.19%
+25,652
158
$326K 0.19%
+8,528
159
$322K 0.19%
+2,338
160
$321K 0.19%
+18,417
161
$319K 0.19%
+3,428
162
$312K 0.18%
+3,175
163
$297K 0.17%
3,887
+339
164
$286K 0.17%
+14,972
165
$277K 0.16%
+6,605
166
$276K 0.16%
+8,054
167
$276K 0.16%
+14,295
168
$267K 0.16%
8,615
-4,720
169
$266K 0.16%
+2,734
170
$264K 0.15%
+9,718
171
$260K 0.15%
+5,054
172
$257K 0.15%
26,489
-7,599
173
$256K 0.15%
4,933
-171
174
$253K 0.15%
+10,260
175
$251K 0.15%
+1,743
5 6
7
8 9