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
$297M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.61M
3
+$1.3M
4
LMNX
Luminex Corp
LMNX
+$477K
5
IAU icon
iShares Gold Trust
IAU
+$313K

Top Sells

1
+$424K
2
+$269K
3
+$65.1K
4
VUG icon
Vanguard Growth ETF
VUG
+$36.9K
5
INTC icon
Intel
INTC
+$22.9K

Sector Composition

1 Industrials 0.84%
2 Financials 0.78%
3 Technology 0.43%
4 Healthcare 0.24%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$426K 0.14%
7,750
27
$423K 0.14%
6,112
28
$419K 0.14%
5,060
29
$393K 0.13%
3,293
30
$350K 0.12%
7,820
31
$337K 0.11%
1,930
32
$321K 0.11%
2,056
-417
33
$295K 0.1%
6,731
34
$292K 0.1%
7,110
35
$290K 0.1%
2,146
36
$270K 0.09%
4,225
+625
37
$269K 0.09%
4,542
-386
38
$249K 0.08%
1,729
39
$238K 0.08%
3,850
40
$238K 0.08%
1,616
-86
41
$238K 0.08%
3,449
42
$231K 0.08%
18,198
1
2