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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$507K 0.21%
+8,626
152
$504K 0.21%
+24,679
153
$504K 0.21%
+6,666
154
$503K 0.21%
+11,495
155
$503K 0.21%
+3,594
156
$503K 0.21%
+4,431
157
$495K 0.2%
+21,570
158
$491K 0.2%
9,849
+3,728
159
$487K 0.2%
+3,178
160
$483K 0.2%
18,795
+7,102
161
$478K 0.2%
+7,448
162
$475K 0.19%
+26,320
163
$475K 0.19%
+8,769
164
$474K 0.19%
+4,190
165
$474K 0.19%
+2,250
166
$472K 0.19%
13,156
+7,926
167
$471K 0.19%
+10,442
168
$470K 0.19%
5,108
+3,232
169
$465K 0.19%
+15,743
170
$463K 0.19%
+29,694
171
$458K 0.19%
+24,823
172
$457K 0.19%
+6,447
173
$454K 0.19%
5,437
-5,532
174
$450K 0.18%
3,849
-29,244
175
$448K 0.18%
+21,572
5 6
7
8 9