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
$336M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.11M
3
+$906K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$747K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$486K

Top Sells

1
+$1.1M
2
+$984K
3
+$917K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$737K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$488K

Sector Composition

1 Financials 4%
2 Technology 0.85%
3 Consumer Staples 0.34%
4 Energy 0.23%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$421K 0.13%
1,964
27
$384K 0.11%
6,038
-552
28
$380K 0.11%
33,574
29
$353K 0.11%
3,179
30
$335K 0.1%
2,209
31
$325K 0.1%
4,425
32
$296K 0.09%
7,820
33
$284K 0.08%
6,773
-936
34
$284K 0.08%
6,000
35
$280K 0.08%
2,539
36
$268K 0.08%
1,766
37
$242K 0.07%
765
38
$241K 0.07%
1,162
39
$240K 0.07%
3,649
40
$239K 0.07%
+10,742
41
$237K 0.07%
18,198
42
$224K 0.07%
+2,260
43
$221K 0.07%
628
44
$216K 0.06%
474
45
$203K 0.06%
+1,622
46
$202K 0.06%
958
47
$196K 0.06%
1,957
-119
48
$193K 0.06%
+1,290
49
$188K 0.06%
5,738
50
$183K 0.05%
+2,600
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