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
$380M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.32M
3
+$6.8M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$451K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$428K

Top Sells

1
+$315K
2
+$292K
3
+$93K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33.4K
5
IAU icon
iShares Gold Trust
IAU
+$23.9K

Sector Composition

1 Financials 3.47%
2 Technology 1%
3 Consumer Staples 0.32%
4 Consumer Discretionary 0.23%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$201K 0.05%
+2,165
52
$201K 0.05%
1,622
53
$200K 0.05%
+600
54
$194K 0.05%
+3,600
55
$191K 0.05%
+670
56
$178K 0.05%
1,290
57
$172K 0.05%
1,960
+3
58
$153K 0.04%
5,738
59
$97.6K 0.03%
150,136
1 2
3