GC

Gibson Capital Portfolio holdings

AUM $545M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
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
+$1.83M
2
+$964K
3
+$741K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$440K
5
GEV icon
GE Vernova
GEV
+$294K

Top Sells

1
+$1.39M
2
+$630K
3
+$376K
4
NVDA icon
NVIDIA
NVDA
+$365K
5
FNDE icon
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
$394K 0.08%
1,359
-87
52
$389K 0.08%
4,357
53
$377K 0.07%
7,820
54
$373K 0.07%
+706
55
$368K 0.07%
2,091
-730
56
$325K 0.06%
958
57
$301K 0.06%
2,457
58
$298K 0.06%
1,868
-530
59
$293K 0.06%
2,717
-74
60
$284K 0.06%
7,002
61
$281K 0.06%
268
+3
62
$280K 0.06%
1,842
-7
63
$280K 0.06%
499
-117
64
$278K 0.06%
780
65
$278K 0.05%
3,595
-325
66
$270K 0.05%
682
-22
67
$270K 0.05%
600
68
$269K 0.05%
365
-285
69
$265K 0.05%
18,198
70
$260K 0.05%
3,287
-192
71
$260K 0.05%
880
-50
72
$246K 0.05%
1,806
-848
73
$244K 0.05%
800
74
$236K 0.05%
5,738
-53
75
$227K 0.04%
515
-25
1 2
3
4