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
$200M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
535
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.89M
3
+$2.77M
4
ETR icon
Entergy
ETR
+$2.71M
5
MSFT icon
Microsoft
MSFT
+$2.62M

Top Sells

1
+$2.78M
2
+$2.1M
3
+$2.07M
4
FRT icon
Federal Realty Investment Trust
FRT
+$1.59M
5
ADSK icon
Autodesk
ADSK
+$1.53M

Sector Composition

1 Technology 17.04%
2 Financials 12.98%
3 Industrials 12.33%
4 Real Estate 11.72%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.64M 1.82%
90,208
+67,012
2
$3.6M 1.8%
+82,673
3
$2.89M 1.44%
+487,560
4
$2.77M 1.38%
+42,725
5
$2.62M 1.31%
+26,578
6
$2.21M 1.11%
38,100
+27,618
7
$2.17M 1.09%
31,830
+15,109
8
$2.13M 1.07%
+45,020
9
$2.1M 1.05%
+17,357
10
$1.93M 0.97%
10,366
+4,979
11
$1.71M 0.86%
25,021
+20,556
12
$1.7M 0.85%
40,640
+35,492
13
$1.67M 0.84%
36,802
+3,814
14
$1.64M 0.82%
45,517
+36,188
15
$1.63M 0.82%
+12,163
16
$1.62M 0.81%
+20,799
17
$1.58M 0.79%
16,239
+13,972
18
$1.53M 0.76%
32,975
+25,325
19
$1.52M 0.76%
16,716
+14,182
20
$1.39M 0.69%
14,007
+7,887
21
$1.35M 0.67%
+26,364
22
$1.29M 0.65%
+26,074
23
$1.28M 0.64%
+9,639
24
$1.25M 0.62%
+43,008
25
$1.24M 0.62%
7,972
+4,306
1
2 3 4 5