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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$365K 0.15%
18,413
-17,987
177
$353K 0.15%
+17,139
178
$350K 0.14%
+5,104
179
$350K 0.14%
+17,199
180
$349K 0.14%
+4,073
181
$346K 0.14%
688,040
-1,696,520
182
$344K 0.14%
+15,960
183
$339K 0.14%
+3,255
184
$333K 0.14%
9,503
-7,437
185
$333K 0.14%
+2,679
186
$332K 0.14%
7,522
-21,738
187
$328K 0.14%
+3,122
188
$327K 0.14%
+17,624
189
$325K 0.13%
+5,110
190
$325K 0.13%
+5,338
191
$321K 0.13%
+9,626
192
$318K 0.13%
+2,907
193
$315K 0.13%
+8,623
194
$310K 0.13%
3,192
-667
195
$310K 0.13%
3,548
-9,329
196
$302K 0.12%
+5,425
197
$301K 0.12%
+18,319
198
$296K 0.12%
+8,668
199
$290K 0.12%
+9,353
200
$286K 0.12%
13,403
-4,697
6 7
8
9 10