GCA

Gideon Capital Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$4.73M
3
+$4.29M
4
WELL icon
Welltower
WELL
+$4.29M
5
PPL icon
PPL Corp
PPL
+$4M

Top Sells

1
+$3.24M
2
+$3.17M
3
+$2.51M
4
TSCO icon
Tractor Supply
TSCO
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$2.41M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$482K 0.17%
+19,129
177
$480K 0.17%
+2,525
178
$480K 0.17%
+9,515
179
$479K 0.17%
19,407
-5,416
180
$479K 0.17%
+9,942
181
$478K 0.17%
+5,928
182
$478K 0.17%
4,016
-785
183
$475K 0.17%
11,442
-378
184
$474K 0.17%
+5,897
185
$465K 0.17%
2,529
-12
186
$465K 0.17%
+5,963
187
$464K 0.17%
5,137
-300
188
$460K 0.16%
+3,007
189
$459K 0.16%
+4,522
190
$458K 0.16%
+5,512
191
$458K 0.16%
+16,310
192
$455K 0.16%
+52,242
193
$451K 0.16%
+15,853
194
$450K 0.16%
+5,172
195
$449K 0.16%
+14,273
196
$447K 0.16%
+1,565
197
$445K 0.16%
+12,108
198
$443K 0.16%
571
+306
199
$440K 0.16%
6,888
-29,633
200
$438K 0.16%
+12,762
6 7
8
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