GC
Gibson Capital Portfolio holdings
AUM
$537M
1-Year Est. Return
14.43%
This Fund
S&P 500
1 Year Est. Return
+14.43%
AUM
$537M
AUM Growth
-$7.96M
(-1.5%)
Holding
87
Top Buys
| 1 | +$6.18M | |
| 2 | +$371K | |
| 3 | +$289K | |
| 4 |
Tesla
TSLA
|
+$238K |
| 5 |
Coherent
COHR
|
+$229K |
Top Sells
| 1 | +$3.11M | |
| 2 | +$957K | |
| 3 | +$381K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$116K |
| 5 |
Blackrock
BLK
|
+$94.7K |
Sector Composition
| 1 | Financials | 4.03% |
| 2 | Industrials | 2.27% |
| 3 | Technology | 1.75% |
| 4 | Consumer Staples | 0.66% |
| 5 | Consumer Discretionary | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mastercard
MA
$436B
| $236K | 0.04% |
473
-2
|
|
||
77
Alphabet (Google) Class C
GOOG
$4.56T
| $235K | 0.04% |
820
|
|
||
78
Encompass Health
EHC
$10.5B
| $235K | 0.04% |
2,431
+101
|
|
||
79
Palantir
PLTR
$375B
| $231K | 0.04% |
1,582
|
|
||
80
iShares MSCI ACWI ETF
ACWI
$32.9B
| $228K | 0.04% |
1,645
+1
|
|
||
81
Stryker
SYK
$117B
| $224K | 0.04% |
682
|
|
||
82
Schwab US Dividend Equity ETF
SCHD
$94.1B
| $219K | 0.04% |
+7,143
|
|
||
83
iShares Core S&P US Value ETF
IUSV
$26.1B
| $215K | 0.04% |
2,106
|
|
||
|
84
Tesla
TSLA
$1.64T
| $215K | 0.04% |
+578
|
|
||
85
Fastenal
FAST
$50.7B
| $214K | 0.04% |
+4,622
|
|
||
|
86
Blackrock
BLK
$163B
| $210K | 0.04% |
218
-90
|
|
||
87
Lockheed Martin
LMT
$122B
| $203K | 0.04% |
+336
|
|