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
$458M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$482K
3
+$400K
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$297K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$293K

Top Sells

1
+$1.18M
2
+$588K
3
+$172K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$101K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$101K

Sector Composition

1 Financials 4.11%
2 Technology 1.49%
3 Consumer Staples 0.34%
4 Healthcare 0.33%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$652K 0.14%
23,494
27
$651K 0.14%
1,930
28
$611K 0.13%
3,390
29
$583K 0.13%
5,424
-940
30
$557K 0.12%
2,902
31
$526K 0.12%
15,625
32
$524K 0.11%
3,320
33
$508K 0.11%
6,080
-120
34
$480K 0.1%
16,230
35
$475K 0.1%
1,069
-120
36
$473K 0.1%
645
37
$448K 0.1%
1,168
38
$431K 0.09%
7,038
39
$426K 0.09%
3,230
40
$400K 0.09%
+9,884
41
$384K 0.08%
2,146
42
$380K 0.08%
4,425
43
$369K 0.08%
1,322
44
$367K 0.08%
6,105
45
$326K 0.07%
6,503
46
$321K 0.07%
7,820
47
$307K 0.07%
2,639
48
$300K 0.07%
1,850
49
$297K 0.06%
+911
50
$293K 0.06%
+4,728
1
2
3