GC
Gibson Capital Portfolio holdings
AUM
$545M
1-Year Est. Return
13.82%
This Fund
S&P 500
1 Year Est. Return
+13.82%
AUM
$545M
AUM Growth
+$3.05M
(+0.56%)
Holding
88
Top Buys
| 1 | +$6.69M | |
| 2 | +$316K | |
| 3 | +$201K | |
| 4 |
Microsoft
MSFT
|
+$155K |
| 5 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$74.6K |
Top Sells
| 1 | +$4.57M | |
| 2 | +$1.62M | |
| 3 | +$466K | |
| 4 |
Trane Technologies
TT
|
+$340K |
| 5 |
iShares Gold Trust
IAU
|
+$334K |
Sector Composition
| 1 | Financials | 4.07% |
| 2 | Technology | 1.88% |
| 3 | Industrials | 1.86% |
| 4 | Consumer Staples | 0.59% |
| 5 | Consumer Discretionary | 0.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Stryker
SYK
$148B
| $240K | 0.04% |
682
|
|
||
77
Freedom 100 Emerging Markets ETF
FRDM
$2.85B
| $235K | 0.04% |
4,574
|
|
||
78
iShares MSCI ACWI ETF
ACWI
$29B
| $233K | 0.04% |
1,644
-1
|
|
||
79
Fidelity Enhanced International ETF
FENI
$8.03B
| $224K | 0.04% |
6,119
+110
|
|
||
80
iShares Core S&P US Value ETF
IUSV
$24.9B
| $216K | 0.04% |
2,106
|
|
||
81
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.9B
| – | – |
-515
|
|
||
82
Fastenal
FAST
$52.9B
| – | – |
-4,622
|
|
||
|
MLNK
83
DELISTED
MeridianLink
MLNK
| – | – |
-81,050
|
|
||
84
Norfolk Southern
NSC
$70.7B
| – | – |
-671
|
|
||
85
Palmer Square Capital BDC
PSBD
$327M
| – | – |
-12,490
|
|
||
86
Synopsys
SNPS
$79.2B
| – | – |
-504
|
|
||
87
Tesla
TSLA
$1.51T
| – | – |
-576
|
|
||
|
88
Trane Technologies
TT
$102B
| – | – |
-805
|
|