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
$316M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$586K
2
+$346K
3
+$342K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$324K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$37.6K

Top Sells

1
+$1.68M
2
+$105K
3
+$70.1K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$40K
5
MRK icon
Merck
MRK
+$22.6K

Sector Composition

1 Financials 3.73%
2 Technology 1.02%
3 Industrials 0.48%
4 Consumer Staples 0.34%
5 Energy 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$369K 0.12%
6,590
27
$363K 0.12%
33,574
28
$359K 0.11%
4,425
29
$342K 0.11%
+150,136
30
$299K 0.09%
2,209
+63
31
$280K 0.09%
7,709
+746
32
$275K 0.09%
3,179
-261
33
$273K 0.09%
7,820
34
$259K 0.08%
6,000
-300
35
$224K 0.07%
474
36
$222K 0.07%
1,766
37
$221K 0.07%
2,539
38
$211K 0.07%
18,198
39
$211K 0.07%
765
40
$207K 0.07%
1,162
41
$206K 0.07%
628
42
$204K 0.06%
3,649
43
$192K 0.06%
2,076
44
$190K 0.06%
958
45
$183K 0.06%
5,738
46
– –
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