GC

Gibson Capital Portfolio holdings

AUM $537M
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.76M
3
+$1.21M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1M
5
PM icon
Philip Morris
PM
+$730K

Top Sells

1
+$2.72M
2
+$2.71M
3
+$1.03M
4
VV icon
Vanguard Large-Cap ETF
VV
+$866K
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$614K

Sector Composition

1 Financials 4.09%
2 Technology 2.24%
3 Industrials 2.04%
4 Consumer Staples 0.66%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.08%
17,017
+2
52
$437K 0.08%
2,146
53
$430K 0.08%
6,491
-10
54
$429K 0.08%
1,359
55
$418K 0.08%
7,820
56
$415K 0.08%
4,428
57
$415K 0.08%
11,636
-3,580
58
$407K 0.08%
4,357
59
$383K 0.07%
2,102
+296
60
$363K 0.07%
3,217
+500
61
$350K 0.06%
958
62
$347K 0.06%
298
+30
63
$340K 0.06%
+805
64
$312K 0.06%
2,457
65
$306K 0.06%
600
66
$300K 0.06%
7,002
67
$293K 0.05%
18,198
68
$292K 0.05%
780
69
$288K 0.05%
1,874
+6
70
$285K 0.05%
501
+2
71
$284K 0.05%
800
72
$281K 0.05%
3,595
73
$275K 0.05%
3,280
-7
74
$268K 0.05%
365
75
$256K 0.05%
+576
1 2
3
4