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
$276M
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$7.1M
2
+$5.86M
3
+$5.4M
4
C icon
Citigroup
C
+$5.23M
5
RTN
Raytheon Company
RTN
+$4.79M

Top Sells

1
+$5.15M
2
+$4.9M
3
+$4M
4
NI icon
NiSource
NI
+$2.96M
5
MDLZ icon
Mondelez International
MDLZ
+$2.63M

Sector Composition

1 Industrials 22.87%
2 Financials 20.1%
3 Consumer Discretionary 13.77%
4 Utilities 9.04%
5 Real Estate 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$293K 0.11%
+2,801
202
$289K 0.1%
+7,508
203
$285K 0.1%
+7,579
204
$284K 0.1%
+2,407
205
$280K 0.1%
+5,649
206
$278K 0.1%
8,616
-65,548
207
$275K 0.1%
3,263
-16,725
208
$270K 0.1%
4,946
-21,279
209
$264K 0.1%
+2,232
210
$259K 0.09%
+4,980
211
$256K 0.09%
+4,683
212
$252K 0.09%
+4,440
213
$252K 0.09%
+9,766
214
$252K 0.09%
+3,189
215
$250K 0.09%
+2,942
216
$244K 0.09%
+2,320
217
$243K 0.09%
+2,512
218
$236K 0.09%
+6,513
219
$234K 0.08%
+5,048
220
$233K 0.08%
6,175
-1,693
221
$233K 0.08%
8,480
-43,473
222
$231K 0.08%
+3,757
223
$231K 0.08%
+3,702
224
$225K 0.08%
+15,478
225
$219K 0.08%
+18,467
7 8
9
10 11