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
$426M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.94M
3
+$1.39M
4
META icon
Meta Platforms (Facebook)
META
+$987K
5
AAPL icon
Apple
AAPL
+$816K

Top Sells

1
+$579K
2
+$428K
3
+$410K
4
BA icon
Boeing
BA
+$322K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$267K

Sector Composition

1 Financials 3.7%
2 Technology 1.45%
3 Consumer Staples 0.34%
4 Consumer Discretionary 0.27%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$667K 0.16%
1,397
27
$639K 0.15%
2,333
28
$638K 0.15%
23,494
-15,114
29
$585K 0.14%
1,930
-34
30
$522K 0.12%
2,902
31
$515K 0.12%
3,390
+1,894
32
$495K 0.12%
+3,320
33
$487K 0.11%
1,189
34
$484K 0.11%
6,200
35
$478K 0.11%
+15,625
36
$426K 0.1%
645
+168
37
$426K 0.1%
+16,230
38
$415K 0.1%
7,038
-70
39
$405K 0.09%
1,168
+68
40
$386K 0.09%
+4,425
41
$365K 0.09%
+33,574
42
$355K 0.08%
2,146
-63
43
$352K 0.08%
3,230
+33
44
$344K 0.08%
1,322
+137
45
$321K 0.08%
6,105
+36
46
$314K 0.07%
7,820
47
$311K 0.07%
6,503
-270
48
$277K 0.06%
10,742
49
$275K 0.06%
3,649
50
$274K 0.06%
+5,458
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