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
$165M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$3.87M
3
+$3.85M
4
FITB icon
Fifth Third Bancorp
FITB
+$3.64M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.1M

Top Sells

1
+$4.63M
2
+$4.49M
3
+$4.36M
4
RF icon
Regions Financial
RF
+$4.17M
5
WR
Westar Energy Inc
WR
+$3.84M

Sector Composition

1 Financials 30.44%
2 Utilities 12.73%
3 Industrials 11.21%
4 Real Estate 10.08%
5 Technology 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.63M 2.8%
28,682
+23,970
2
$4.12M 2.49%
93,126
+39,540
3
$4M 2.42%
57,493
+3,691
4
$3.97M 2.4%
+59,656
5
$3.85M 2.33%
+68,070
6
$3.79M 2.29%
98,892
+77,546
7
$3.64M 2.2%
+177,858
8
$3.1M 1.88%
+14,339
9
$3.06M 1.85%
251,798
-123,369
10
$2.93M 1.77%
43,124
+10,680
11
$2.85M 1.72%
47,540
+2,420
12
$2.61M 1.58%
+22,798
13
$2.52M 1.52%
+82,432
14
$2.5M 1.51%
60,680
+34,738
15
$2.49M 1.5%
+101,725
16
$2.44M 1.48%
+61,209
17
$2.42M 1.47%
+37,955
18
$2.25M 1.36%
70,793
+58,935
19
$2.16M 1.31%
+22,262
20
$2.15M 1.3%
53,367
+25,132
21
$2.14M 1.29%
+41,666
22
$2.07M 1.25%
+58,744
23
$1.99M 1.2%
+52,799
24
$1.91M 1.16%
+69,321
25
$1.89M 1.14%
+8,492
1
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