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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$540K 0.19%
21,242
+8,317
152
$539K 0.19%
+11,990
153
$538K 0.19%
+1,761
154
$536K 0.19%
31,713
+12,520
155
$535K 0.19%
2,554
+1,120
156
$532K 0.19%
11,354
-13,515
157
$528K 0.19%
+6,040
158
$522K 0.19%
+4,259
159
$520K 0.19%
+38,626
160
$516K 0.18%
10,026
-7,449
161
$513K 0.18%
3,033
+1,662
162
$512K 0.18%
5,623
+774
163
$511K 0.18%
+11,490
164
$507K 0.18%
+23,614
165
$505K 0.18%
11,182
-7,144
166
$504K 0.18%
4,443
+1,518
167
$502K 0.18%
+39,594
168
$501K 0.18%
+5,786
169
$499K 0.18%
33,598
+18,491
170
$495K 0.18%
5,578
-3,585
171
$495K 0.18%
+11,334
172
$493K 0.18%
7,156
+3,466
173
$490K 0.18%
10,206
-1,289
174
$490K 0.18%
+6,630
175
$490K 0.18%
6,800
+800
5 6
7
8 9