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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$369K 0.13%
4,425
-7,300
202
$368K 0.13%
17,971
-3,080
203
$365K 0.13%
+5,717
204
$365K 0.13%
15,272
+6,053
205
$364K 0.13%
+19,703
206
$360K 0.12%
5,593
-4,434
207
$359K 0.12%
3,753
+737
208
$355K 0.12%
1,023
+349
209
$355K 0.12%
+4,395
210
$348K 0.12%
+4,543
211
$346K 0.12%
7,365
-985
212
$340K 0.12%
+10,412
213
$332K 0.11%
4,077
-53,066
214
$332K 0.11%
2,590
-8,542
215
$327K 0.11%
+4,238
216
$319K 0.11%
+1,725
217
$319K 0.11%
6,703
-9,675
218
$319K 0.11%
6,749
-17,976
219
$315K 0.11%
+5,936
220
$314K 0.11%
1,658
-3,454
221
$312K 0.11%
+4,274
222
$310K 0.11%
8,877
-9,544
223
$299K 0.1%
+2,464
224
$295K 0.1%
+2,262
225
$294K 0.1%
+8,776
7 8
9
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