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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$511K 0.18%
35,718
+8,572
177
$510K 0.18%
+5,952
178
$491K 0.17%
10,671
-26,769
179
$491K 0.17%
+14,799
180
$477K 0.16%
+3,055
181
$476K 0.16%
1,926
-892
182
$473K 0.16%
4,855
-768
183
$463K 0.16%
+1,664
184
$460K 0.16%
+30,791
185
$455K 0.16%
+27,046
186
$437K 0.15%
+9,261
187
$434K 0.15%
+12,255
188
$432K 0.15%
3,248
-768
189
$428K 0.15%
9,090
-5,570
190
$414K 0.14%
+3,091
191
$409K 0.14%
+4,418
192
$402K 0.14%
+11,126
193
$397K 0.14%
5,666
-16,284
194
$397K 0.14%
+7,434
195
$387K 0.13%
3,058
-4,174
196
$386K 0.13%
25,806
-331
197
$385K 0.13%
+6,877
198
$378K 0.13%
+6,705
199
$377K 0.13%
+7,023
200
$373K 0.13%
4,253
-33,434
6 7
8
9 10