GC

Gibson Capital Portfolio holdings

AUM $545M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$964K
3
+$741K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$440K
5
GEV icon
GE Vernova
GEV
+$294K

Top Sells

1
+$1.39M
2
+$630K
3
+$376K
4
NVDA icon
NVIDIA
NVDA
+$365K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$339K

Sector Composition

1 Financials 4.23%
2 Industrials 1.99%
3 Technology 1.63%
4 Consumer Staples 0.39%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$867K 0.17%
8,995
27
$864K 0.17%
1,391
28
$863K 0.17%
1,520
29
$852K 0.17%
25,823
-10,916
30
$819K 0.16%
1,930
31
$640K 0.13%
647
-15
32
$626K 0.12%
25,599
-12,316
33
$601K 0.12%
16,230
34
$598K 0.12%
6,119
-1,686
35
$582K 0.11%
5,287
-324
36
$565K 0.11%
2,899
-3
37
$552K 0.11%
5,879
38
$541K 0.11%
6,156
39
$538K 0.11%
976
-5
40
$518K 0.1%
2,370
-208
41
$509K 0.1%
12,701
-4,710
42
$501K 0.1%
15,216
+3
43
$489K 0.1%
4,428
+3
44
$483K 0.1%
8,469
+14
45
$478K 0.09%
3,336
-2
46
$472K 0.09%
1,328
-292
47
$460K 0.09%
6,501
-379
48
$429K 0.08%
1,171
-340
49
$417K 0.08%
2,146
50
$405K 0.08%
17,015
+3
1
2
3 4