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
$90.9M
AUM Growth
-$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.02M
3
+$966K
4
SO icon
Southern Company
SO
+$865K
5
TER icon
Teradyne
TER
+$790K

Top Sells

1
+$1.54M
2
+$1.47M
3
+$1.47M
4
FLR icon
Fluor
FLR
+$1.41M
5
CMI icon
Cummins
CMI
+$1.38M

Sector Composition

1 Financials 19.64%
2 Industrials 12.96%
3 Technology 12.69%
4 Real Estate 10.6%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.27%
+13,554
177
$247K 0.27%
+5,064
178
$247K 0.27%
18,517
-4,218
179
$246K 0.27%
+4,204
180
$244K 0.27%
+3,893
181
$244K 0.27%
3,854
-3,955
182
$241K 0.27%
1,398
-2,014
183
$241K 0.27%
8,015
+116
184
$241K 0.27%
+2,512
185
$238K 0.26%
2,921
-1,550
186
$238K 0.26%
6,872
-1,074
187
$237K 0.26%
2,022
-1,061
188
$237K 0.26%
+3,528
189
$237K 0.26%
1,463
-1,735
190
$237K 0.26%
16,170
-10,105
191
$235K 0.26%
+3,274
192
$233K 0.26%
+26,790
193
$233K 0.26%
+5,206
194
$231K 0.25%
6,187
+1,001
195
$231K 0.25%
+1,316
196
$230K 0.25%
4,114
-4,343
197
$230K 0.25%
+5,972
198
$230K 0.25%
10,555
-2,601
199
$227K 0.25%
+2,700
200
$227K 0.25%
+4,734
6 7
8
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