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
$380M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.32M
3
+$6.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$451K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$428K

Top Sells

1
+$315K
2
+$292K
3
+$93K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33.4K
5
IAU icon
iShares Gold Trust
IAU
+$23.9K

Sector Composition

1 Financials 3.47%
2 Technology 1%
3 Consumer Staples 0.32%
4 Consumer Discretionary 0.23%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$480K 0.13%
1,964
27
$470K 0.12%
19,742
+9,000
28
$454K 0.12%
2,780
29
$453K 0.12%
2,853
30
$451K 0.12%
+6,200
31
$437K 0.11%
7,038
+1,000
32
$428K 0.11%
+1,333
33
$338K 0.09%
3,179
34
$336K 0.09%
1,140
+375
35
$336K 0.09%
2,209
36
$311K 0.08%
7,886
+66
37
$310K 0.08%
33,574
38
$306K 0.08%
6,773
39
$301K 0.08%
+2,912
40
$295K 0.08%
6,000
41
$278K 0.07%
2,539
42
$268K 0.07%
1,190
+28
43
$263K 0.07%
1,766
44
$261K 0.07%
3,649
45
$244K 0.06%
4,425
46
$236K 0.06%
474
47
$235K 0.06%
2,260
48
$218K 0.06%
2,600
49
$216K 0.06%
958
50
$211K 0.06%
18,198
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