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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$395K 0.16%
+2,126
202
$394K 0.16%
8,583
+4,159
203
$394K 0.16%
+11,188
204
$388K 0.16%
+30,036
205
$379K 0.15%
+8,736
206
$379K 0.15%
+36,645
207
$378K 0.15%
+9,100
208
$376K 0.15%
3,785
+2,102
209
$375K 0.15%
+8,551
210
$372K 0.15%
+2,837
211
$370K 0.15%
+7,663
212
$364K 0.15%
+1,276
213
$363K 0.15%
3,285
-437
214
$362K 0.15%
+6,000
215
$360K 0.15%
+2,479
216
$360K 0.15%
7,335
+2,951
217
$360K 0.15%
+2,589
218
$358K 0.15%
8,027
+3,428
219
$357K 0.15%
+16,740
220
$355K 0.14%
+7,808
221
$353K 0.14%
+3,699
222
$353K 0.14%
+6,608
223
$352K 0.14%
+8,399
224
$349K 0.14%
+30,461
225
$348K 0.14%
4,174
-227
7 8
9
10 11