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
$491M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$342K
3
+$242K
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$209K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$206K

Top Sells

1
+$4.59M
2
+$337K
3
+$248K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$235K
5
SBUX icon
Starbucks
SBUX
+$178K

Sector Composition

1 Financials 4.09%
2 Technology 1.41%
3 Consumer Staples 0.38%
4 Healthcare 0.29%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$718K 0.15%
5,719
-38
27
$645K 0.13%
17,520
+1,895
28
$633K 0.13%
3,152
+196
29
$632K 0.13%
3,391
+1
30
$620K 0.13%
5,611
31
$572K 0.12%
645
32
$555K 0.11%
6,080
33
$539K 0.11%
16,230
34
$534K 0.11%
10,115
+3,026
35
$522K 0.11%
1,069
36
$493K 0.1%
6,105
37
$489K 0.1%
3,320
38
$473K 0.1%
1,168
39
$466K 0.09%
6,488
40
$434K 0.09%
4,425
41
$407K 0.08%
2,146
42
$377K 0.08%
2,215
43
$372K 0.08%
3,280
44
$363K 0.07%
1,322
45
$359K 0.07%
7,820
46
$342K 0.07%
+4,360
47
$321K 0.07%
1,853
+1
48
$315K 0.06%
2,689
49
$312K 0.06%
10,742
50
$305K 0.06%
3,649
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