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
$475M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$837K
3
+$709K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$490K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$366K

Top Sells

1
+$6M
2
+$378K
3
+$363K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$269K

Sector Composition

1 Financials 4.94%
2 Technology 1.76%
3 Industrials 1.51%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$828K 0.17%
6,786
+1,058
27
$782K 0.16%
1,391
28
$781K 0.16%
1,520
-696
29
$697K 0.15%
1,930
30
$685K 0.14%
7,805
+1,686
31
$628K 0.13%
17,411
-110
32
$626K 0.13%
662
-384
33
$623K 0.13%
5,611
+1
34
$568K 0.12%
1,620
+293
35
$558K 0.12%
3,338
+15
36
$554K 0.12%
1,511
+340
37
$551K 0.12%
5,879
-201
38
$541K 0.11%
2,902
-250
39
$511K 0.11%
16,230
40
$493K 0.1%
6,880
+378
41
$490K 0.1%
+6,156
42
$469K 0.1%
4,425
43
$460K 0.1%
981
-88
44
$443K 0.09%
15,213
+4,471
45
$436K 0.09%
2,821
+228
46
$430K 0.09%
8,455
+1,017
47
$409K 0.09%
2,398
+540
48
$404K 0.09%
2,146
49
$375K 0.08%
650
+286
50
$366K 0.08%
+17,012
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