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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$429K 0.21%
5,945
-4,281
177
$429K 0.21%
5,503
-17,547
178
$428K 0.21%
+1,450
179
$427K 0.21%
+9,472
180
$425K 0.21%
+1,380
181
$423K 0.21%
+2,509
182
$419K 0.21%
+6,252
183
$419K 0.21%
+4,384
184
$419K 0.21%
+6,616
185
$415K 0.21%
+17,872
186
$412K 0.21%
9,905
+2,911
187
$411K 0.21%
+4,362
188
$410K 0.21%
+6,134
189
$410K 0.21%
+2,738
190
$410K 0.21%
2,412
-3,254
191
$408K 0.2%
5,709
+2,268
192
$406K 0.2%
3,491
-405
193
$406K 0.2%
3,322
-846
194
$400K 0.2%
+9,797
195
$400K 0.2%
2,511
+239
196
$399K 0.2%
+2,075
197
$398K 0.2%
367
-307
198
$396K 0.2%
+13,681
199
$391K 0.2%
2,934
+482
200
$388K 0.19%
+3,775
6 7
8
9 10