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
$489M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$982K
3
+$957K
4
COST icon
Costco
COST
+$367K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$345K

Top Sells

1
+$6.14M
2
+$1.42M
3
+$311K
4
MCHP icon
Microchip Technology
MCHP
+$209K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$203K

Sector Composition

1 Financials 4.16%
2 Technology 1.83%
3 Industrials 1.48%
4 Consumer Staples 0.46%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.06%
958
52
$292K 0.06%
2,712
+23
53
$285K 0.06%
10,742
54
$276K 0.06%
3,649
55
$270K 0.06%
263
+50
56
$269K 0.06%
18,198
57
$268K 0.05%
+5,047
58
$264K 0.05%
+342
59
$263K 0.05%
499
+4
60
$258K 0.05%
778
61
$246K 0.05%
682
+1
62
$245K 0.05%
575
63
$243K 0.05%
5,738
64
$238K 0.05%
1,840
+4
65
$227K 0.05%
2,457
66
$220K 0.04%
+1,111
67
$214K 0.04%
1,622
68
$214K 0.04%
4,635
69
$213K 0.04%
364
+6
70
$202K 0.04%
2,620
71
$198K 0.04%
+1,038
72
$167K 0.03%
1,025
73
$156K 0.03%
+673
74
– –
-1,290
75
– –
-3,425
1 2
3
4