GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+7.59%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$506M
AUM Growth
+$506M
(+6.6%)
Cap. Flow
-$1.33M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
90.17%
Holding
84
New
6
Increased
12
Reduced
41
Closed
3
Top Buys
| 1 |
Avantis Emerging Markets Value ETF
AVES
|
$1.98M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$1.05M |
| 3 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
$791K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$445K |
| 5 |
GE Vernova
GEV
|
$373K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.5M |
| 2 |
iShares Gold Trust
IAU
|
$634K |
| 3 |
NVIDIA
NVDA
|
$459K |
| 4 |
Microsoft
MSFT
|
$368K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$360K |
Sector Composition
| 1 | Financials | 4.23% |
| 2 | Industrials | 1.99% |
| 3 | Technology | 1.63% |
| 4 | Consumer Staples | 0.39% |
| 5 | Consumer Discretionary | 0.36% |
