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
$385M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$191K
3
+$177K
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$65.1K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$41.5K

Top Sells

1
+$8.78M
2
+$8.08M
3
+$3.62M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.06M
5
MLNK
MeridianLink
MLNK
+$1.4M

Sector Composition

1 Financials 3.28%
2 Technology 0.46%
3 Consumer Staples 0.26%
4 Consumer Discretionary 0.2%
5 Healthcare 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$177K 0.05%
+1,216
52
– –
-1,290
53
– –
-2,780
54
– –
-5,738
55
– –
-18,198
56
– –
-81,050
57
– –
-1,960
58
– –
-1,766
59
– –
-4,425
60
– –
-33,574
61
– –
-2,539
62
– –
-150,136
1 2
3