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
$453M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.63M
3
+$288K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$284K
5
MMM icon
3M
MMM
+$188K

Top Sells

1
+$10.6M
2
+$1.41M
3
+$1.04M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$700K
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$631K

Sector Composition

1 Financials 3.89%
2 Technology 1.52%
3 Consumer Staples 0.37%
4 Healthcare 0.29%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$684K 0.15%
5,757
-506
27
$655K 0.14%
3,390
28
$599K 0.13%
5,611
+187
29
$548K 0.12%
645
30
$546K 0.12%
15,625
31
$540K 0.12%
2,956
+54
32
$524K 0.12%
16,230
33
$519K 0.11%
3,320
34
$512K 0.11%
1,069
35
$510K 0.11%
6,080
36
$413K 0.09%
6,105
37
$413K 0.09%
6,488
-550
38
$406K 0.09%
3,280
+50
39
$402K 0.09%
1,168
40
$374K 0.08%
2,146
41
$354K 0.08%
4,425
42
$350K 0.08%
7,089
+586
43
$347K 0.08%
1,322
44
$337K 0.07%
9,884
45
$333K 0.07%
7,820
46
$313K 0.07%
2,215
47
$310K 0.07%
2,689
+50
48
$305K 0.07%
1,852
+2
49
$290K 0.06%
1,432
50
$289K 0.06%
10,742
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2
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