GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+6.98%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$458M
AUM Growth
+$458M
(+7.3%)
Cap. Flow
+$3.79M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
92.55%
Holding
75
New
12
Increased
5
Reduced
14
Closed
–
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
$2.57M |
| 2 |
NVIDIA
NVDA
|
$482K |
| 3 |
iShares Bitcoin Trust
IBIT
|
$400K |
| 4 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
$297K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$293K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$1.18M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$588K |
| 3 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
$172K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$101K |
| 5 |
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% |
