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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$479K 0.24%
+11,125
152
$479K 0.24%
+4,889
153
$478K 0.24%
+20,097
154
$474K 0.24%
11,811
-3,437
155
$471K 0.24%
+18,863
156
$469K 0.23%
3,846
+1,788
157
$466K 0.23%
12,421
-28,008
158
$466K 0.23%
+1,139
159
$463K 0.23%
4,140
-266
160
$462K 0.23%
+22,405
161
$460K 0.23%
+6,307
162
$456K 0.23%
4,441
+569
163
$455K 0.23%
+25,209
164
$454K 0.23%
11,304
-4,678
165
$452K 0.23%
6,930
+2,452
166
$446K 0.22%
+6,890
167
$445K 0.22%
+7,886
168
$443K 0.22%
+13,290
169
$440K 0.22%
3,188
+1,570
170
$438K 0.22%
4,397
+1,039
171
$436K 0.22%
6,766
-1,864
172
$436K 0.22%
+13,671
173
$434K 0.22%
+6,954
174
$433K 0.22%
2,805
-383
175
$431K 0.22%
+5,512
5 6
7
8 9