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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$435K 0.16%
+4,289
202
$430K 0.15%
16,236
-12,108
203
$427K 0.15%
+8,967
204
$423K 0.15%
+13,738
205
$420K 0.15%
+12,953
206
$418K 0.15%
+47,100
207
$415K 0.15%
+9,216
208
$415K 0.15%
+13,649
209
$413K 0.15%
+10,739
210
$413K 0.15%
+5,642
211
$410K 0.15%
13,173
-4,289
212
$409K 0.15%
2,865
-1,360
213
$407K 0.15%
15,577
+4,504
214
$406K 0.15%
3,895
+586
215
$406K 0.15%
21,051
-39,213
216
$401K 0.14%
+14,133
217
$400K 0.14%
+9,558
218
$399K 0.14%
+3,398
219
$399K 0.14%
2,196
-2,462
220
$397K 0.14%
8,350
-2,659
221
$397K 0.14%
+3,963
222
$395K 0.14%
+6,524
223
$395K 0.14%
19,731
-7,702
224
$393K 0.14%
+4,161
225
$391K 0.14%
4,654
-225
7 8
9
10 11