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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$425K 0.2%
+394
177
$423K 0.2%
5,134
-3,365
178
$423K 0.2%
6,931
-5,512
179
$421K 0.2%
5,944
+2,521
180
$415K 0.2%
4,400
-11,839
181
$411K 0.19%
12,448
+4,375
182
$409K 0.19%
+4,154
183
$409K 0.19%
1,670
+213
184
$408K 0.19%
+3,470
185
$408K 0.19%
3,344
+639
186
$406K 0.19%
+3,332
187
$405K 0.19%
+179
188
$403K 0.19%
339
-28
189
$385K 0.18%
4,846
-4,098
190
$384K 0.18%
+4,643
191
$376K 0.18%
+1,664
192
$374K 0.18%
20,092
-30,353
193
$366K 0.17%
1,177
-58
194
$365K 0.17%
10,517
-2,835
195
$365K 0.17%
5,939
+1,504
196
$364K 0.17%
13,362
-18,868
197
$364K 0.17%
+6,812
198
$363K 0.17%
+7,650
199
$361K 0.17%
2,983
-11,024
200
$357K 0.17%
2,364
-2,395
6 7
8
9 10