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
$491M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$342K
3
+$242K
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$209K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$206K

Top Sells

1
+$4.59M
2
+$337K
3
+$248K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$235K
5
SBUX icon
Starbucks
SBUX
+$178K

Sector Composition

1 Financials 4.09%
2 Technology 1.41%
3 Consumer Staples 0.38%
4 Healthcare 0.29%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.06%
1,432
52
$301K 0.06%
958
53
$262K 0.05%
1,580
54
$258K 0.05%
778
55
$257K 0.05%
18,198
56
$251K 0.05%
1,836
57
$246K 0.05%
681
58
$246K 0.05%
5,738
59
$244K 0.05%
495
60
$243K 0.05%
575
61
$242K 0.05%
+4,635
62
$237K 0.05%
2,457
63
$230K 0.05%
1,622
64
$209K 0.04%
2,600
65
$206K 0.04%
+2,620
66
$205K 0.04%
358
67
$203K 0.04%
+3,425
68
$202K 0.04%
+213
69
$201K 0.04%
+2,106
70
$200K 0.04%
1,025
71
$196K 0.04%
+335
72
$192K 0.04%
+1,290
73
$187K 0.04%
178
-92
74
$101K 0.02%
11,191
75
$18.5K ﹤0.01%
184,882
-6,599
1 2
3
4