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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.14%
+1,766
177
$245K 0.14%
+8,486
178
$244K 0.14%
+5,172
179
$238K 0.14%
+5,071
180
$237K 0.14%
+9,419
181
$233K 0.14%
+2,494
182
$226K 0.13%
+26,630
183
$224K 0.13%
7,970
+2,769
184
$218K 0.13%
+7,748
185
$217K 0.13%
+8,258
186
$216K 0.13%
+3,262
187
$207K 0.12%
10,073
-5,887
188
$206K 0.12%
+7,858
189
$203K 0.12%
+4,083
190
$203K 0.12%
+12,035
191
$202K 0.12%
+4,221
192
$202K 0.12%
+7,410
193
$201K 0.12%
+3,080
194
$201K 0.12%
+3,540
195
$201K 0.12%
+9,834
196
$173K 0.1%
11,647
-6,932
197
$164K 0.1%
+20,628
198
$162K 0.09%
+12,768
199
$145K 0.08%
+13,136
200
$136K 0.08%
+11,150
6 7
8
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