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
$340M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$314K
3
+$308K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$272K
5
CVX icon
Chevron
CVX
+$214K

Top Sells

1
+$199K
2
+$124K
3
+$109K
4
VV icon
Vanguard Large-Cap ETF
VV
+$103K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$69.8K

Sector Composition

1 Financials 2.5%
2 Technology 0.5%
3 Industrials 0.37%
4 Healthcare 0.2%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$336K 0.1%
4,612
27
$328K 0.1%
6,963
28
$319K 0.09%
5,835
29
$313K 0.09%
12,778
30
$293K 0.09%
2,146
31
$272K 0.08%
+4,225
32
$262K 0.08%
1,795
33
$220K 0.06%
992
34
$214K 0.06%
+2,539
35
$211K 0.06%
+616
36
$203K 0.06%
+3,088
37
$202K 0.06%
+958
1
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