GC

Gibson Capital Portfolio holdings

AUM $545M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$1.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$517K
2
+$437K
3
+$200K
4
KO icon
Coca-Cola
KO
+$198K
5
MMM icon
3M
MMM
+$190K

Top Sells

1
+$2.8M
2
+$2.45M
3
+$1.38M
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$1.08M
5
VTV icon
Vanguard Value ETF
VTV
+$842K

Sector Composition

1 Consumer Staples 5.27%
2 Financials 0.29%
3 Energy 0.2%
4 Technology 0.09%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$276K 0.1%
5,165
-56,538
27
$253K 0.09%
9,352
-1,200
28
$236K 0.08%
18,198
29
$232K 0.08%
2,473
30
$213K 0.08%
+1
31
$211K 0.08%
+4,560
32
$205K 0.07%
+1,483
33
– –
-5,940
34
– –
-10,340
1
2