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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$447K 0.18%
+27,241
177
$441K 0.18%
4,849
+695
178
$440K 0.18%
4,295
+2,179
179
$433K 0.18%
4,225
-1,709
180
$429K 0.18%
+6,619
181
$428K 0.17%
9,771
+6,649
182
$426K 0.17%
+11,820
183
$422K 0.17%
27,433
+13,905
184
$422K 0.17%
3,196
-1,690
185
$421K 0.17%
+2,541
186
$419K 0.17%
+3,260
187
$418K 0.17%
6,421
-10,699
188
$417K 0.17%
11,009
-913
189
$416K 0.17%
+20,143
190
$415K 0.17%
+4,037
191
$407K 0.17%
12,526
-531
192
$406K 0.17%
+4,879
193
$405K 0.17%
+3,717
194
$403K 0.16%
+4,109
195
$402K 0.16%
+11,239
196
$400K 0.16%
+4,440
197
$398K 0.16%
+2,492
198
$397K 0.16%
4,374
-4,228
199
$397K 0.16%
5,504
-4,363
200
$397K 0.16%
+12,718
6 7
8
9 10