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
$280M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$4.86M
3
+$4.43M
4
TXN icon
Texas Instruments
TXN
+$4.39M
5
PPL icon
PPL Corp
PPL
+$4.08M

Top Sells

1
+$3.29M
2
+$3.24M
3
+$2.52M
4
C icon
Citigroup
C
+$2.51M
5
TSCO icon
Tractor Supply
TSCO
+$2.44M

Sector Composition

1 Technology 23.87%
2 Financials 13.49%
3 Real Estate 10.64%
4 Industrials 10.5%
5 Utilities 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 3.91%
+38,670
2
$5.12M 1.83%
61,131
+22,084
3
$4.96M 1.77%
42,093
-7,358
4
$4.86M 1.74%
+155,245
5
$4.43M 1.59%
+57,143
6
$4.39M 1.57%
+41,422
7
$4.08M 1.46%
+128,715
8
$3.78M 1.35%
67,323
-1,717
9
$3.43M 1.23%
32,883
+28,509
10
$3.3M 1.18%
79,942
+20,194
11
$3.03M 1.08%
+118,555
12
$2.94M 1.05%
+37,687
13
$2.84M 1.02%
+59,856
14
$2.82M 1.01%
109,837
+98,506
15
$2.71M 0.97%
+50,507
16
$2.59M 0.93%
51,196
+26,605
17
$2.4M 0.86%
49,898
-33,361
18
$2.39M 0.85%
44,908
+37,261
19
$2.32M 0.83%
+56,020
20
$2.3M 0.82%
+14,341
21
$2.22M 0.79%
7,681
-363
22
$2.22M 0.79%
23,183
+2,484
23
$2.21M 0.79%
+29,132
24
$2.19M 0.78%
13,949
-129
25
$2.16M 0.77%
+9,932
1
2 3 4 5