GC

Gibson Capital Portfolio holdings

AUM $542M
1-Year Est. Return 12.07%
This Quarter Est. Return
1 Year Est. Return
+12.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.18M
3
+$1.14M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.05M

Top Sells

1
+$10M
2
+$7.26M
3
+$1.74M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$987K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$368K

Sector Composition

1 Consumer Staples 5.04%
2 Financials 0.35%
3 Energy 0.15%
4 Technology 0.1%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$614K 0.19%
7,031
+3,637
27
$373K 0.12%
9,525
28
$311K 0.1%
11,380
+2,980
29
$272K 0.08%
+1,325
30
$269K 0.08%
3,136
-965
31
$261K 0.08%
2,850
-221
32
$242K 0.07%
18,198
33
$236K 0.07%
2,132
34
$234K 0.07%
2,100
35
$226K 0.07%
1
36
$220K 0.07%
4,860
-2,124
37
$220K 0.07%
4,153
-1,395
38
$203K 0.06%
+1,483
39
– –
-46,548
40
– –
-2,680
1
2