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GC
Gibson Capital Portfolio holdings
AUM
$537M
1-Year Est. Return
14.43%
This Fund
S&P 500
This Quarter
Est. Return
+7.59%
1 Year Est. Return
+14.43%
3 Year Est. Return
+49.36%
5 Year Est. Return
+45.2%
10 Year Est. Return
+136.83%
AUM
$506M
AUM Growth
+$31.5M
(+6.6%)
Cap. Flow
-$1.3M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
90.17%
Holding
84
New
6
Increased
12
Reduced
41
Closed
3
Top Buys
| 1 |
Avantis Emerging Markets Value ETF
AVES
|
+$1.83M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$964K |
| 3 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$741K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$440K |
| 5 |
GE Vernova
GEV
|
+$294K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.39M |
| 2 |
iShares Gold Trust
IAU
|
+$630K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$376K |
| 4 |
NVIDIA
NVDA
|
+$365K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$339K |
Sector Composition
| 1 | Financials | 4.23% |
| 2 | Industrials | 1.99% |
| 3 | Technology | 1.63% |
| 4 | Consumer Staples | 0.39% |
| 5 | Consumer Discretionary | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Chase
JPM
$919B
| $394K | 0.08% |
1,359
-87
| -6% | -$22.2K |
|
52
iShares MSCI EAFE ETF
EFA
$77B
| $389K | 0.08% |
4,357
| – | – |
|
53
iShares MSCI Emerging Markets ETF
EEM
$29.1B
| $377K | 0.07% |
7,820
| – | – |
|
|
54
GE Vernova
GEV
$286B
| $373K | 0.07% |
+706
| New | +$294K |
|
55
Alphabet (Google) Class A
GOOGL
$4.39T
| $368K | 0.07% |
2,091
-730
| -26% | -$119K |
|
56
iShares Russell 1000 ETF
IWB
$48.5B
| $325K | 0.06% |
958
| – | – |
|
57
Encompass Health
EHC
$10.8B
| $301K | 0.06% |
2,457
| – | – |
|
58
Procter & Gamble
PG
$340B
| $298K | 0.06% |
1,868
-530
| -22% | -$86.5K |
|
59
ExxonMobil
XOM
$601B
| $293K | 0.06% |
2,717
-74
| -3% | -$7.91K |
|
60
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.2B
| $284K | 0.06% |
7,002
| – | – |
|
61
Blackrock
BLK
$159B
| $281K | 0.06% |
268
+3
| +1% | +$2.84K |
|
62
3M
MMM
$81.7B
| $280K | 0.06% |
1,842
-7
| -0.4% | -$1K |
|
63
Mastercard
MA
$475B
| $280K | 0.06% |
499
-117
| -19% | -$64.7K |
|
64
Eaton
ETN
$161B
| $278K | 0.06% |
780
| – | – |
|
65
Vanguard Intermediate-Term Bond ETF
BIV
$29B
| $278K | 0.05% |
3,595
-325
| -8% | -$24.8K |
|
66
Stryker
SYK
$119B
| $270K | 0.05% |
682
-22
| -3% | -$8.23K |
|
67
Elbit Systems
ESLT
$34.5B
| $270K | 0.05% |
600
| – | – |
|
68
Meta Platforms (Facebook)
META
$1.68T
| $269K | 0.05% |
365
-285
| -44% | -$176K |
|
69
FNB Corp
FNB
$6.76B
| $265K | 0.05% |
18,198
| – | – |
|
70
Merck
MRK
$298B
| $260K | 0.05% |
3,287
-192
| -6% | -$15.3K |
|
71
IBM
IBM
$204B
| $260K | 0.05% |
880
-50
| -5% | -$12.9K |
|
72
Palantir
PLTR
$321B
| $246K | 0.05% |
1,806
-848
| -32% | -$99.5K |
|
73
SPDR Gold Trust
GLD
$131B
| $244K | 0.05% |
800
| – | – |
|
|
FITB
74
Fifth Third Bancorp
FITB
$51.7B
| $236K | 0.05% |
5,738
-53
| -0.9% | -$1.99K |
|
75
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
| $227K | 0.04% |
515
-25
| -5% | -$10.4K |
|
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