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
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$5.85M
3 +$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
LVS icon
Las Vegas Sands
LVS
+$3.24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.13%
2 Financials 18.82%
3 Consumer Staples 11.41%
4 Utilities 11.08%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$132K 0.08%
+14,435
177
$104K 0.06%
+11,011