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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$277K 0.11%
+7,646
202
$275K 0.11%
+9,595
203
$274K 0.11%
+16,530
204
$272K 0.11%
20,601
-59,308
205
$268K 0.11%
+6,076
206
$268K 0.11%
+7,114
207
$264K 0.11%
+12,624
208
$262K 0.11%
+5,605
209
$260K 0.11%
+5,020
210
$253K 0.1%
4,648
-10,861
211
$250K 0.1%
3,599
-15,779
212
$247K 0.1%
+3,107
213
$244K 0.1%
+19,860
214
$235K 0.1%
+4,431
215
$226K 0.09%
+2,963
216
$219K 0.09%
+14,391
217
$214K 0.09%
6,217
-12,307
218
$212K 0.09%
15,995
+3,953
219
$211K 0.09%
+12,109
220
$211K 0.09%
3,033
-2,892
221
$208K 0.09%
+4,321
222
$203K 0.08%
+4,264
223
$200K 0.08%
+5,201
224
$164K 0.07%
+3,787
225
$130K 0.05%
+11,466
7 8
9
10 11