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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$381K 0.19%
+7,898
202
$380K 0.19%
5,396
-7,792
203
$379K 0.19%
+1,343
204
$379K 0.19%
+9,028
205
$378K 0.19%
+4,343
206
$372K 0.19%
+4,875
207
$369K 0.18%
10,034
-11,154
208
$367K 0.18%
+3,475
209
$362K 0.18%
2,680
+172
210
$362K 0.18%
3,138
-7
211
$361K 0.18%
+11,874
212
$360K 0.18%
+2,595
213
$359K 0.18%
10,884
-1,987
214
$359K 0.18%
23,377
-9,648
215
$357K 0.18%
1,236
-1,101
216
$357K 0.18%
1,235
-57
217
$356K 0.18%
+16,608
218
$356K 0.18%
+5,427
219
$355K 0.18%
+3,379
220
$354K 0.18%
3,590
-3,395
221
$352K 0.18%
2,070
-1,216
222
$349K 0.17%
+3,535
223
$349K 0.17%
1,497
-795
224
$348K 0.17%
2,519
-3,608
225
$346K 0.17%
+1,410
7 8
9
10 11