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
$458M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$482K
3
+$400K
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$297K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$293K

Top Sells

1
+$1.18M
2
+$588K
3
+$172K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$101K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$101K

Sector Composition

1 Financials 4.11%
2 Technology 1.49%
3 Consumer Staples 0.34%
4 Healthcare 0.33%
5 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.06%
10,742
52
$291K 0.06%
3,649
53
$287K 0.06%
1,432
54
$278K 0.06%
2,215
55
$276K 0.06%
958
56
$267K 0.06%
33,574
57
$257K 0.06%
18,198
58
$244K 0.05%
681
59
$243K 0.05%
+778
60
$241K 0.05%
5,458
61
$238K 0.05%
495
62
$233K 0.05%
2,600
63
$229K 0.05%
575
-25
64
$214K 0.05%
+5,738
65
$213K 0.05%
1,622
66
$209K 0.05%
2,284
67
$203K 0.04%
+2,457
68
$201K 0.04%
+3,425
69
$192K 0.04%
+1,095
70
$188K 0.04%
+1,290
71
$178K 0.04%
+213
72
$174K 0.04%
358
-2,431
73
$173K 0.04%
1,025
74
$144K 0.03%
+150,136
75
$16.6K ﹤0.01%
+191,481
1 2
3