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
$475M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$837K
3
+$709K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$490K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$366K

Top Sells

1
+$6M
2
+$378K
3
+$363K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$269K

Sector Composition

1 Financials 4.94%
2 Technology 1.76%
3 Industrials 1.51%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$360K 0.08%
2,578
+258
52
$356K 0.08%
4,357
+708
53
$355K 0.07%
1,446
+84
54
$342K 0.07%
7,820
55
$337K 0.07%
616
+117
56
$332K 0.07%
2,791
+79
57
$312K 0.07%
3,479
+190
58
$300K 0.06%
3,920
-440
59
$294K 0.06%
958
60
$285K 0.06%
+638
61
$272K 0.06%
1,849
+9
62
$262K 0.06%
704
+22
63
$257K 0.05%
+1,487
64
$256K 0.05%
5,465
+418
65
$255K 0.05%
+7,002
66
$251K 0.05%
265
+2
67
$249K 0.05%
2,457
68
$245K 0.05%
18,198
69
$231K 0.05%
+930
70
$231K 0.05%
+800
71
$230K 0.05%
+600
72
$227K 0.05%
5,791
+53
73
$227K 0.05%
540
-35
74
$224K 0.05%
+2,654
75
$220K 0.05%
1,622
1 2
3
4