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
$426M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.94M
3
+$1.39M
4
META icon
Meta Platforms (Facebook)
META
+$987K
5
AAPL icon
Apple
AAPL
+$816K

Top Sells

1
+$579K
2
+$428K
3
+$410K
4
BA icon
Boeing
BA
+$322K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$267K

Sector Composition

1 Financials 3.7%
2 Technology 1.45%
3 Consumer Staples 0.34%
4 Consumer Discretionary 0.27%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.06%
+1,850
52
$264K 0.06%
+2,639
53
$251K 0.06%
958
54
$251K 0.06%
+18,198
55
$244K 0.06%
1,432
+216
56
$234K 0.06%
2,600
57
$234K 0.05%
2,215
+33
58
$226K 0.05%
600
59
$219K 0.05%
2,284
+3
60
$211K 0.05%
495
+9
61
$204K 0.05%
681
+6
62
$203K 0.05%
+1,622
63
$202K 0.05%
+1,025
64
– –
-1,682
65
– –
-5,549
1 2
3