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
$453M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.63M
3
+$288K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$284K
5
MMM icon
3M
MMM
+$188K

Top Sells

1
+$10.6M
2
+$1.41M
3
+$1.04M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$700K
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$631K

Sector Composition

1 Financials 3.89%
2 Technology 1.52%
3 Consumer Staples 0.37%
4 Healthcare 0.29%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$288K 0.06%
+1,580
52
$286K 0.06%
3,649
53
$285K 0.06%
958
54
$284K 0.06%
+270
55
$249K 0.06%
18,198
56
$248K 0.05%
4,728
57
$244K 0.05%
778
58
$238K 0.05%
2,600
59
$232K 0.05%
681
60
$225K 0.05%
575
61
$218K 0.05%
495
62
$211K 0.05%
2,457
63
$209K 0.05%
5,738
64
$206K 0.05%
1,622
65
$188K 0.04%
+1,836
66
$181K 0.04%
358
67
$178K 0.04%
2,284
68
$178K 0.04%
1,025
69
$119K 0.03%
150,136
70
$78.1K 0.02%
11,191
-22,383
71
$15.7K ﹤0.01%
191,481
72
– –
-3,425
73
– –
-1,290
74
– –
-213
75
– –
-5,458
1 2
3
4