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
$338M
AUM Growth
-$61.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$1.57M
3
+$1.35M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$501K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$482K

Top Sells

1
+$326K
2
+$301K
3
+$207K
4
VV icon
Vanguard Large-Cap ETF
VV
+$94.1K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$59.9K

Sector Composition

1 Financials 3.5%
2 Technology 0.97%
3 Industrials 0.74%
4 Consumer Staples 0.34%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$412K 0.12%
6,590
+1,430
27
$350K 0.1%
33,574
28
$319K 0.09%
4,425
29
$313K 0.09%
7,820
30
$310K 0.09%
+3,440
31
$307K 0.09%
2,146
32
$282K 0.08%
6,963
33
$255K 0.08%
+6,300
34
$252K 0.07%
+1,766
35
$228K 0.07%
+1,162
36
$227K 0.07%
3,649
-963
37
$226K 0.07%
+474
38
$222K 0.07%
2,076
+42
39
$217K 0.06%
628
40
$216K 0.06%
2,539
41
$209K 0.06%
+765
42
$198K 0.06%
958
43
$197K 0.06%
18,198
44
$192K 0.06%
5,738
45
$40K 0.01%
+570
46
– –
-1,622
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