GC

Gibson Capital Portfolio holdings

AUM $537M
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.76M
3
+$1.21M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1M
5
PM icon
Philip Morris
PM
+$730K

Top Sells

1
+$2.72M
2
+$2.71M
3
+$1.03M
4
VV icon
Vanguard Large-Cap ETF
VV
+$866K
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$614K

Sector Composition

1 Financials 4.09%
2 Technology 2.24%
3 Industrials 2.04%
4 Consumer Staples 0.66%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$931K 0.17%
1,391
27
$904K 0.17%
7,720
28
$903K 0.17%
975
+328
29
$902K 0.17%
8,995
30
$890K 0.16%
3,164
+794
31
$704K 0.13%
+4,340
32
$690K 0.13%
19,078
-6,745
33
$689K 0.13%
1,148
+172
34
$681K 0.13%
21,365
-10,656
35
$667K 0.12%
16,230
36
$660K 0.12%
25,049
-550
37
$631K 0.12%
6,119
38
$629K 0.12%
+9,516
39
$605K 0.11%
2,899
40
$577K 0.11%
6,156
41
$575K 0.11%
5,168
-119
42
$559K 0.1%
5,879
43
$549K 0.1%
12,701
44
$519K 0.1%
3,340
+4
45
$509K 0.09%
2,092
+1
46
$507K 0.09%
8,469
47
$503K 0.09%
3,241
+1,399
48
$495K 0.09%
1,221
+50
49
$453K 0.08%
1,328
50
$442K 0.08%
1,567
+687
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