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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$696K 0.24%
113,563
+46,121
152
$659K 0.23%
19,840
+2,160
153
$659K 0.23%
7,857
+2,629
154
$658K 0.23%
19,636
+4,734
155
$654K 0.23%
+30,475
156
$648K 0.22%
+4,016
157
$645K 0.22%
10,780
+555
158
$612K 0.21%
7,859
-21,273
159
$605K 0.21%
+7,125
160
$596K 0.21%
2,866
-2,743
161
$587K 0.2%
11,964
-3,354
162
$568K 0.2%
+4,118
163
$567K 0.2%
+4,274
164
$565K 0.2%
3,339
-878
165
$560K 0.19%
36,414
+4,701
166
$546K 0.19%
9,590
-40,917
167
$544K 0.19%
+3,964
168
$534K 0.18%
4,030
-8,596
169
$531K 0.18%
10,565
-6,126
170
$529K 0.18%
11,046
-11,536
171
$523K 0.18%
+9,301
172
$519K 0.18%
+4,486
173
$515K 0.18%
+3,199
174
$515K 0.18%
4,656
-1,004
175
$514K 0.18%
+1,967
5 6
7
8 9