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
$180M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.15M
3
+$4.9M
4
HSY icon
Hershey
HSY
+$4.64M
5
PRU icon
Prudential Financial
PRU
+$3.43M

Top Sells

1
+$12.9M
2
+$5.85M
3
+$5.11M
4
PG icon
Procter & Gamble
PG
+$3.43M
5
BEAV
B/E Aerospace Inc
BEAV
+$2.82M

Sector Composition

1 Financials 26.06%
2 Industrials 21.09%
3 Utilities 9.85%
4 Consumer Discretionary 8.2%
5 Real Estate 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.22M 2.9%
+20,670
2
$5.15M 2.86%
+25,748
3
$4.9M 2.72%
+44,526
4
$4.64M 2.57%
+44,477
5
$3.43M 1.9%
+40,488
6
$2.96M 1.64%
55,138
+43,462
7
$2.96M 1.64%
+211,787
8
$2.93M 1.63%
65,719
+40,173
9
$2.63M 1.46%
+76,074
10
$2.61M 1.45%
83,673
+21,496
11
$2.59M 1.44%
+21,659
12
$2.48M 1.38%
+43,386
13
$2.43M 1.35%
141,129
+103,184
14
$2.35M 1.31%
+102,257
15
$2.3M 1.27%
+100,033
16
$2.25M 1.25%
74,164
+19,847
17
$2.17M 1.2%
29,696
+16,714
18
$2.13M 1.18%
+39,284
19
$2.06M 1.14%
213,004
+198,569
20
$2.06M 1.14%
+26,992
21
$2.04M 1.13%
+20,965
22
$1.92M 1.06%
+39,610
23
$1.9M 1.05%
+27,494
24
$1.84M 1.02%
+19,718
25
$1.84M 1.02%
+17,974
1
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