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
$370M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$322K
3
+$222K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$216K
5
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$58K

Top Sells

1
+$1.33M
2
+$271K
3
+$203K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$199K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$17.7K

Sector Composition

1 Financials 3.5%
2 Technology 0.44%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.2%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$522K 0.14%
1,964
27
$463K 0.13%
2,902
+49
28
$449K 0.12%
6,200
29
$426K 0.12%
1,189
30
$398K 0.11%
7,108
+43
31
$335K 0.09%
2,209
32
$332K 0.09%
1,100
+2
33
$329K 0.09%
3,197
34
$324K 0.09%
6,069
35
$322K 0.09%
+1,682
36
$297K 0.08%
7,820
37
$296K 0.08%
6,773
38
$273K 0.07%
1,185
39
$269K 0.07%
477
+1
40
$255K 0.07%
10,742
41
$251K 0.07%
3,649
42
$231K 0.06%
2,182
43
$225K 0.06%
958
44
$216K 0.06%
+5,549
45
$208K 0.06%
2,281
46
$203K 0.05%
2,600
47
$201K 0.05%
600
48
$192K 0.05%
486
49
$190K 0.05%
1,496
+40
50
$184K 0.05%
675
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