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
$506M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.05M
3
+$791K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$445K
5
GEV icon
GE Vernova
GEV
+$373K

Top Sells

1
+$1.5M
2
+$634K
3
+$459K
4
MSFT icon
Microsoft
MSFT
+$368K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$360K

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
JPM icon
51
JPMorgan Chase
JPM
$827B
$394K 0.08%
1,359
-87
EFA icon
52
iShares MSCI EAFE ETF
EFA
$68.7B
$389K 0.08%
4,357
EEM icon
53
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$377K 0.07%
7,820
GEV icon
54
GE Vernova
GEV
$157B
$373K 0.07%
+706
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$3.34T
$368K 0.07%
2,091
-730
IWB icon
56
iShares Russell 1000 ETF
IWB
$45.1B
$325K 0.06%
958
EHC icon
57
Encompass Health
EHC
$11.4B
$301K 0.06%
2,457
PG icon
58
Procter & Gamble
PG
$345B
$298K 0.06%
1,868
-530
XOM icon
59
Exxon Mobil
XOM
$503B
$293K 0.06%
2,717
-74
SPDW icon
60
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$284K 0.06%
7,002
BLK icon
61
Blackrock
BLK
$164B
$281K 0.06%
268
+3
MMM icon
62
3M
MMM
$89B
$280K 0.06%
1,842
-7
MA icon
63
Mastercard
MA
$490B
$280K 0.06%
499
-117
ETN icon
64
Eaton
ETN
$137B
$278K 0.06%
780
BIV icon
65
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$278K 0.05%
3,595
-325
SYK icon
66
Stryker
SYK
$139B
$270K 0.05%
682
-22
ESLT icon
67
Elbit Systems
ESLT
$21.9B
$270K 0.05%
600
META icon
68
Meta Platforms (Facebook)
META
$1.54T
$269K 0.05%
365
-285
FNB icon
69
FNB Corp
FNB
$5.68B
$265K 0.05%
18,198
MRK icon
70
Merck
MRK
$231B
$260K 0.05%
3,287
-192
IBM icon
71
IBM
IBM
$286B
$260K 0.05%
880
-50
PLTR icon
72
Palantir
PLTR
$415B
$246K 0.05%
1,806
-848
GLD icon
73
SPDR Gold Trust
GLD
$131B
$244K 0.05%
800
FITB icon
74
Fifth Third Bancorp
FITB
$28.1B
$236K 0.05%
5,738
-53
DIA icon
75
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
$227K 0.04%
515
-25
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3
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