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
$168M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.54M
3
+$1.47M
4
MO icon
Altria Group
MO
+$1.34M
5
NEE icon
NextEra Energy
NEE
+$1.3M

Top Sells

1
+$2.1M
2
+$1.43M
3
+$1.27M
4
COF icon
Capital One
COF
+$1.09M
5
OSK icon
Oshkosh
OSK
+$1.02M

Sector Composition

1 Financials 17.72%
2 Industrials 14.04%
3 Consumer Discretionary 11.69%
4 Technology 10.31%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.22%
6,208
-1,612
177
$371K 0.22%
+18,136
178
$367K 0.22%
+4,768
179
$366K 0.22%
+3,988
180
$365K 0.22%
+8,225
181
$363K 0.22%
+15,913
182
$363K 0.22%
+11,503
183
$363K 0.22%
7,540
+2,510
184
$362K 0.22%
17,946
-15,881
185
$360K 0.21%
12,255
-11,955
186
$360K 0.21%
+1,955
187
$359K 0.21%
+26,939
188
$358K 0.21%
+4,595
189
$358K 0.21%
+4,317
190
$355K 0.21%
3,956
-2,771
191
$354K 0.21%
4,031
-1,922
192
$353K 0.21%
27,480
+5,770
193
$351K 0.21%
+32,212
194
$350K 0.21%
11,398
-4,349
195
$349K 0.21%
14,578
-1,240
196
$348K 0.21%
+21,457
197
$346K 0.21%
3,083
+804
198
$346K 0.21%
18,034
+2,076
199
$346K 0.21%
27,266
-8,226
200
$346K 0.21%
+11,302
6 7
8
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