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
$290M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.35M
3
+$4.22M
4
TFC icon
Truist Financial
TFC
+$3.98M
5
AMT icon
American Tower
AMT
+$3.56M

Top Sells

1
+$10.9M
2
+$4.86M
3
+$4.32M
4
PPL icon
PPL Corp
PPL
+$4.08M
5
XEL icon
Xcel Energy
XEL
+$3.78M

Sector Composition

1 Technology 21.44%
2 Financials 13.86%
3 Industrials 12.15%
4 Real Estate 10.13%
5 Utilities 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.12M 2.46%
80,918
+19,787
2
$6.81M 2.35%
+124,403
3
$6.35M 2.19%
+95,058
4
$6.14M 2.12%
124,088
+64,232
5
$4.22M 1.46%
+123,387
6
$3.98M 1.38%
+81,114
7
$3.57M 1.23%
92,496
+12,554
8
$3.56M 1.23%
+17,400
9
$3.53M 1.22%
+31,604
10
$3.42M 1.18%
+12,448
11
$3.23M 1.11%
19,819
+17,870
12
$3.23M 1.11%
+28,018
13
$3.22M 1.11%
34,188
+11,005
14
$3.21M 1.11%
+19,531
15
$3.1M 1.07%
+43,233
16
$2.95M 1.02%
+103,166
17
$2.9M 1%
95,616
-22,939
18
$2.84M 0.98%
98,085
+55,671
19
$2.81M 0.97%
24,385
+19,192
20
$2.66M 0.92%
30,338
+20,835
21
$2.57M 0.89%
+23,600
22
$2.54M 0.87%
22,459
+2,057
23
$2.5M 0.86%
18,631
-23,462
24
$2.44M 0.84%
+17,264
25
$2.4M 0.83%
+18,620
1
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