GC
Gibson Capital Portfolio holdings
AUM
$506M
1-Year Est. Return
13.87%
1 Year Est. Return
+13.87%
AUM
$506M
AUM Growth
+$31.5M
(+6.6%)
Holding
84
Top Buys
| 1 | +$1.98M | |
| 2 | +$1.05M | |
| 3 | +$791K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$445K |
| 5 |
GE Vernova
GEV
|
+$373K |
Top Sells
| 1 | +$1.5M | |
| 2 | +$634K | |
| 3 | +$459K | |
| 4 |
Microsoft
MSFT
|
+$368K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
SPDR S&P Dividend ETF
SDY
$20.1B
| $220K | 0.04% |
1,622
|
|
||
77
iShares MSCI ACWI ETF
ACWI
$22.8B
| $212K | 0.04% |
+1,645
|
|
||
78
iShares US Medical Devices ETF
IHI
$4.15B
| $204K | 0.04% |
+3,262
|
|
||
79
Fastenal
FAST
$48.2B
| $194K | 0.04% |
+4,622
|
|
||
80
Palmer Square Capital BDC
PSBD
$393M
| $174K | 0.03% |
+12,490
|
|
||
81
Alphabet (Google) Class C
GOOG
$3.05T
| $146K | 0.03% |
824
-154
|
|
||
82
Broadcom
AVGO
$1.67T
| – | – |
-856
|
|
||
83
Lockheed Martin
LMT
$115B
| – | – |
-638
|
|
||
84
Vanguard Value ETF
VTV
$146B
| – | – |
-1,487
|
|