We are live on ! Find out more
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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.35M
3
+$3.22M
4
BAC icon
Bank of America
BAC
+$3.19M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.29M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 21.19%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$110K 0.06%
2,685
-1,102
202
$105K 0.06%
14,221
+2,477
203
$104K 0.06%
+10,186
204
$99K 0.06%
+3,817
205
– –
-7,646
206
– –
-15,850
207
– –
-12,624
208
– –
-5,020
209
– –
-7,590
210
– –
-10,200
211
– –
-6,050
212
– –
-24,145
213
– –
-20,551
214
– –
-17,624
215
– –
-6,217
216
– –
-1,703
217
– –
-79,946
218
– –
-13,403
219
– –
-7,163
220
– –
-19,044
221
– –
-10,148
222
– –
-27,037
223
– –
-11,278
224
– –
-4,600
225
– –
-6,076
7 8
9
10 11