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
$385M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$191K
3
+$177K
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$65.1K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$41.5K

Top Sells

1
+$8.78M
2
+$8.08M
3
+$3.62M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.06M
5
MLNK
MeridianLink
MLNK
+$1.4M

Sector Composition

1 Financials 3.28%
2 Technology 0.46%
3 Consumer Staples 0.26%
4 Consumer Discretionary 0.2%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.14%
1,964
27
$472K 0.12%
2,853
28
$461K 0.12%
6,200
29
$439K 0.11%
1,189
-144
30
$425K 0.11%
7,065
+27
31
$369K 0.1%
3,197
+18
32
$349K 0.09%
2,209
33
$341K 0.09%
1,098
-42
34
$318K 0.08%
6,069
+69
35
$313K 0.08%
6,773
36
$309K 0.08%
7,820
-66
37
$281K 0.07%
1,185
-5
38
$265K 0.07%
3,649
39
$260K 0.07%
2,182
+17
40
$256K 0.07%
476
+2
41
$254K 0.07%
10,742
-9,000
42
$234K 0.06%
958
43
$233K 0.06%
2,600
44
$226K 0.06%
2,281
+21
45
$206K 0.05%
600
46
$206K 0.05%
675
+5
47
$203K 0.05%
3,600
48
$199K 0.05%
1,622
49
$191K 0.05%
+486
50
$190K 0.05%
1,456
-1,456
1
2
3