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
$172M
AUM Growth
+$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.93M
3
+$3.84M
4
MA icon
Mastercard
MA
+$3.75M
5
HBAN icon
Huntington Bancshares
HBAN
+$3.65M

Top Sells

1
+$1.96M
2
+$1.83M
3
+$1.75M
4
ADBE icon
Adobe
ADBE
+$1.58M
5
WU icon
Western Union
WU
+$1.48M

Sector Composition

1 Financials 34.6%
2 Industrials 11.89%
3 Technology 11.73%
4 Real Estate 10.33%
5 Utilities 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$286K 0.17%
+6,647
152
$283K 0.16%
+7,732
153
$275K 0.16%
2,427
-3,243
154
$269K 0.16%
+13,286
155
$266K 0.15%
4,130
+153
156
$265K 0.15%
+2,199
157
$265K 0.15%
+3,898
158
$263K 0.15%
+5,195
159
$259K 0.15%
3,054
-6,432
160
$256K 0.15%
+3,161
161
$253K 0.15%
+3,455
162
$251K 0.15%
+7,679
163
$250K 0.15%
+2,939
164
$246K 0.14%
+3,303
165
$246K 0.14%
+4,299
166
$245K 0.14%
10,199
-559
167
$245K 0.14%
+12,721
168
$242K 0.14%
+9,416
169
$237K 0.14%
+4,595
170
$236K 0.14%
+3,862
171
$235K 0.14%
2,172
-4,010
172
$233K 0.14%
+24,493
173
$230K 0.13%
+7,039
174
$229K 0.13%
+16,719
175
$227K 0.13%
+1,931
5 6
7
8 9