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
$294M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$6.57M
2
+$118K
3
+$19K

Top Sells

1
+$1.07M
2
+$919K
3
+$848K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$400K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$339K

Sector Composition

1 Consumer Staples 4.44%
2 Financials 0.36%
3 Energy 0.21%
4 Technology 0.18%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$320K 0.11%
1
27
$315K 0.11%
3,741
28
$309K 0.11%
5,525
29
$301K 0.1%
2,473
30
$299K 0.1%
1,930
31
$286K 0.1%
7,110
-425
32
$269K 0.09%
2,146
33
$268K 0.09%
5,835
-1,400
34
$261K 0.09%
1,483
35
$231K 0.08%
18,198
36
$202K 0.07%
4,000
37
– –
-7,196
38
– –
-4,276
1
2