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
$300M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$290K
3
+$232K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$97.6K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.6K

Top Sells

1
+$2.16M
2
+$1.84M
3
+$252K
4
CVX icon
Chevron
CVX
+$222K
5
FNB icon
FNB Corp
FNB
+$136K

Sector Composition

1 Financials 2.52%
2 Industrials 0.5%
3 Technology 0.41%
4 Healthcare 0.18%
5 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$292K 0.1%
4,612
27
$286K 0.1%
5,835
28
$283K 0.09%
6,963
+232
29
$275K 0.09%
+12,778
30
$252K 0.08%
2,146
31
$240K 0.08%
1,795
32
$207K 0.07%
992
33
– –
-2,539
34
– –
-18,198
35
– –
-7,110
1
2