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
$242M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.08M
3
+$3.87M
4
BK icon
Bank of New York Mellon
BK
+$3.35M
5
APD icon
Air Products & Chemicals
APD
+$3.28M

Top Sells

1
+$4.46M
2
+$3.89M
3
+$3.36M
4
EQR icon
Equity Residential
EQR
+$3.36M
5
PG icon
Procter & Gamble
PG
+$3.19M

Sector Composition

1 Financials 23.71%
2 Industrials 22.2%
3 Consumer Discretionary 13.5%
4 Real Estate 10.29%
5 Technology 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.6M 2.31%
140,135
+124,177
2
$5.32M 2.2%
76,166
+16,855
3
$4.92M 2.03%
50,906
+32,948
4
$4.08M 1.68%
+42,586
5
$3.99M 1.65%
39,260
+16,750
6
$3.87M 1.6%
+355,569
7
$3.81M 1.58%
58,766
+50,050
8
$3.41M 1.41%
32,044
+26,441
9
$3.35M 1.39%
+79,946
10
$3.28M 1.36%
+25,945
11
$3.28M 1.35%
+75,519
12
$3.27M 1.35%
179,109
+51,137
13
$3.17M 1.31%
29,201
+25,194
14
$3.12M 1.29%
+35,594
15
$2.8M 1.16%
+74,752
16
$2.78M 1.15%
+89,632
17
$2.74M 1.13%
+85,581
18
$2.72M 1.12%
+40,271
19
$2.58M 1.06%
31,369
+17,508
20
$2.57M 1.06%
+63,753
21
$2.28M 0.94%
+101,868
22
$2.21M 0.91%
+24,511
23
$2.15M 0.89%
38,726
-5,428
24
$2.12M 0.87%
+32,665
25
$2.08M 0.86%
+36,688
1
2 3 4 5