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
$212M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.85M
3
+$3.68M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
SPG icon
Simon Property Group
SPG
+$3.25M

Top Sells

1
+$3.6M
2
+$2.62M
3
+$2.21M
4
WDAY icon
Workday
WDAY
+$2.1M
5
ETR icon
Entergy
ETR
+$2.04M

Sector Composition

1 Technology 21.18%
2 Financials 19.87%
3 Industrials 10.56%
4 Real Estate 9.15%
5 Consumer Discretionary 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.82M 2.27%
128,310
+113,964
2
$4.51M 2.12%
33,093
+26,999
3
$3.85M 1.81%
+43,869
4
$3.75M 1.77%
89,616
+48,976
5
$3.68M 1.73%
20,811
+18,399
6
$3.38M 1.59%
+64,386
7
$3.1M 1.46%
+105,093
8
$2.85M 1.34%
+16,160
9
$2.79M 1.31%
59,936
+14,916
10
$2.6M 1.22%
370,360
-117,200
11
$2.58M 1.21%
+22,932
12
$1.99M 0.93%
+35,206
13
$1.84M 0.86%
+30,462
14
$1.77M 0.83%
+24,629
15
$1.67M 0.79%
+15,344
16
$1.64M 0.77%
+16,133
17
$1.64M 0.77%
35,157
+28,197
18
$1.62M 0.76%
39,860
-50,348
19
$1.54M 0.73%
+15,405
20
$1.54M 0.72%
+55,711
21
$1.5M 0.71%
+11,979
22
$1.46M 0.69%
+11,058
23
$1.41M 0.66%
+14,820
24
$1.41M 0.66%
20,982
-21,743
25
$1.35M 0.63%
6,684
+3,216
1
2 3 4 5