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
$245M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$3.81M
3
+$3.57M
4
XEL icon
Xcel Energy
XEL
+$3.4M
5
MA icon
Mastercard
MA
+$3.24M

Top Sells

1
+$4.82M
2
+$3.75M
3
+$3.42M
4
WFC icon
Wells Fargo
WFC
+$3.38M
5
BAC icon
Bank of America
BAC
+$3.1M

Sector Composition

1 Financials 19.95%
2 Technology 15.32%
3 Industrials 11.53%
4 Utilities 11.51%
5 Real Estate 10.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02M 2.05%
+49,451
2
$3.81M 1.55%
+83,259
3
$3.57M 1.45%
+81,225
4
$3.41M 1.39%
118,566
+79,203
5
$3.4M 1.39%
+69,040
6
$3.24M 1.32%
+17,151
7
$2.92M 1.19%
+39,047
8
$2.56M 1.04%
60,469
+35,335
9
$2.51M 1.03%
48,264
+23,635
10
$2.44M 1%
+146,270
11
$2.41M 0.98%
722,360
+352,000
12
$2.31M 0.94%
+27,578
13
$2.27M 0.92%
+24,140
14
$2.14M 0.87%
36,521
+17,974
15
$2.13M 0.87%
22,799
+20,626
16
$2.02M 0.82%
14,078
+8,607
17
$1.97M 0.8%
+8,044
18
$1.94M 0.79%
17,213
+10,517
19
$1.93M 0.79%
29,645
+13,911
20
$1.9M 0.77%
+59,748
21
$1.89M 0.77%
+23,130
22
$1.84M 0.75%
+27,496
23
$1.82M 0.74%
27,941
+15,459
24
$1.81M 0.74%
+26,182
25
$1.8M 0.73%
+15,256
1
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