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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$410K 0.24%
5,516
-1,894
152
$407K 0.24%
6,491
-1,512
153
$406K 0.24%
+12,080
154
$406K 0.24%
+13,704
155
$404K 0.24%
6,977
+410
156
$404K 0.24%
15,629
+6,838
157
$401K 0.24%
+5,312
158
$399K 0.24%
28,507
-1,813
159
$395K 0.24%
10,488
-9,376
160
$394K 0.23%
8,010
-1,182
161
$394K 0.23%
+2,358
162
$393K 0.23%
221
+41
163
$390K 0.23%
25,170
+5,258
164
$389K 0.23%
3,229
-1,560
165
$388K 0.23%
+4,110
166
$388K 0.23%
9,893
-1,795
167
$386K 0.23%
6,438
-7,191
168
$383K 0.23%
17,659
-37,395
169
$382K 0.23%
26,275
+4,962
170
$378K 0.22%
+6,422
171
$378K 0.22%
+3,037
172
$376K 0.22%
5,330
-3,080
173
$375K 0.22%
+6,121
174
$374K 0.22%
+11,946
175
$373K 0.22%
+8,781
5 6
7
8 9