GC

Gibson Capital Portfolio holdings

AUM $542M
1-Year Est. Return 12.07%
This Quarter Est. Return
1 Year Est. Return
+12.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.63M
3
+$288K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$284K
5
MMM icon
3M
MMM
+$188K

Top Sells

1
+$10.6M
2
+$1.41M
3
+$1.04M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$700K
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$631K

Sector Composition

1 Financials 3.89%
2 Technology 1.52%
3 Consumer Staples 0.37%
4 Healthcare 0.29%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,333
77
– –
-1,095
78
– –
-911
1 2 3
4