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
$489M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$982K
3
+$957K
4
COST icon
Costco
COST
+$367K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$345K

Top Sells

1
+$6.14M
2
+$1.42M
3
+$311K
4
MCHP icon
Microchip Technology
MCHP
+$209K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$203K

Sector Composition

1 Financials 4.16%
2 Technology 1.83%
3 Industrials 1.48%
4 Consumer Staples 0.46%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$819K 0.17%
1,391
27
$775K 0.16%
1,930
28
$737K 0.15%
5,728
+9
29
$730K 0.15%
25,139
30
$662K 0.14%
17,521
+1
31
$625K 0.13%
3,152
32
$598K 0.12%
5,610
-1
33
$574K 0.12%
16,230
34
$553K 0.11%
6,119
+14
35
$547K 0.11%
1,069
36
$540K 0.11%
6,080
37
$506K 0.1%
4,425
38
$491K 0.1%
2,593
+1,013
39
$481K 0.1%
3,323
+3
40
$456K 0.09%
1,171
+3
41
$419K 0.09%
1,327
+5
42
$405K 0.08%
6,502
+14
43
$397K 0.08%
2,146
44
$387K 0.08%
2,320
+105
45
$356K 0.07%
7,438
-2,677
46
$327K 0.07%
3,289
+9
47
$327K 0.07%
7,820
48
$326K 0.07%
1,362
-70
49
$326K 0.07%
4,360
50
$312K 0.06%
1,858
+5
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2
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