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
$171M
AUM Growth
-$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.15M
3
+$3.11M
4
BAC icon
Bank of America
BAC
+$2.95M
5
D icon
Dominion Energy
D
+$2.82M

Top Sells

1
+$5.32M
2
+$4.18M
3
+$4.08M
4
CB icon
Chubb
CB
+$3.99M
5
SLG icon
SL Green Realty
SLG
+$3.41M

Sector Composition

1 Financials 23.61%
2 Industrials 20.82%
3 Utilities 11.13%
4 Real Estate 9.93%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.01M 2.35%
103,379
-36,756
2
$3.52M 2.06%
+144,264
3
$3.15M 1.84%
+59,340
4
$3.11M 1.82%
+172,225
5
$2.95M 1.73%
+189,634
6
$2.82M 1.65%
+40,126
7
$2.5M 1.46%
+29,646
8
$2.48M 1.45%
48,828
+31,666
9
$2.32M 1.36%
+26,321
10
$2.16M 1.27%
+43,612
11
$1.98M 1.16%
+54,591
12
$1.96M 1.15%
150,890
+31,450
13
$1.95M 1.14%
62,182
+33,941
14
$1.94M 1.14%
+28,924
15
$1.82M 1.06%
+21,468
16
$1.81M 1.06%
+31,827
17
$1.8M 1.05%
84,916
-16,952
18
$1.78M 1.04%
+17,542
19
$1.77M 1.04%
+52,275
20
$1.75M 1.02%
29,958
-28,808
21
$1.73M 1.01%
19,997
+2,213
22
$1.72M 1.01%
41,957
-33,562
23
$1.7M 0.99%
+23,422
24
$1.65M 0.97%
39,232
+3,248
25
$1.64M 0.96%
32,046
-8,225
1
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