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
$370M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$322K
3
+$222K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$216K
5
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$58K

Top Sells

1
+$1.33M
2
+$271K
3
+$203K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$199K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$17.7K

Sector Composition

1 Financials 3.5%
2 Technology 0.44%
3 Consumer Staples 0.27%
4 Consumer Discretionary 0.2%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$176K 0.05%
1,216
52
– –
-3,600
53
– –
-1,622
1 2
3