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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$356K 0.17%
+10,784
202
$354K 0.17%
6,121
-19,953
203
$351K 0.17%
+1,729
204
$350K 0.16%
+27,196
205
$349K 0.16%
+2,318
206
$348K 0.16%
+5,109
207
$347K 0.16%
+9,708
208
$346K 0.16%
+2,116
209
$345K 0.16%
+8,518
210
$344K 0.16%
+11,173
211
$343K 0.16%
+3,797
212
$343K 0.16%
+5,465
213
$341K 0.16%
+2,122
214
$339K 0.16%
4,437
-959
215
$335K 0.16%
+4,879
216
$334K 0.16%
+4,013
217
$331K 0.16%
+2,981
218
$330K 0.16%
+9,496
219
$329K 0.15%
1,237
-173
220
$328K 0.15%
+3,430
221
$325K 0.15%
+2,734
222
$325K 0.15%
+4,686
223
$322K 0.15%
+2,334
224
$321K 0.15%
+18,151
225
$321K 0.15%
+2,276
7 8
9
10 11