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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$478K 0.23%
51,675
-55,742
152
$475K 0.22%
4,401
-1,017
153
$470K 0.22%
+12,825
154
$468K 0.22%
2,090
-386
155
$466K 0.22%
5,894
-51
156
$466K 0.22%
+5,409
157
$466K 0.22%
9,466
+3,225
158
$465K 0.22%
+5,470
159
$459K 0.22%
+6,134
160
$459K 0.22%
31,658
-15,932
161
$457K 0.22%
+9,748
162
$457K 0.22%
+2,349
163
$454K 0.21%
+5,071
164
$447K 0.21%
2,565
+1,281
165
$446K 0.21%
+8,015
166
$445K 0.21%
27,060
-8,670
167
$442K 0.21%
+4,800
168
$439K 0.21%
+2,892
169
$438K 0.21%
3,106
-178
170
$437K 0.21%
1,942
+585
171
$435K 0.2%
+19,852
172
$434K 0.2%
+2,477
173
$434K 0.2%
+4,526
174
$431K 0.2%
+3,765
175
$426K 0.2%
4,636
+239
5 6
7
8 9