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
$491M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$342K
3
+$242K
4
BSVO icon
EA Bridgeway Omni Small-Cap Value ETF
BSVO
+$209K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$206K

Top Sells

1
+$4.59M
2
+$337K
3
+$248K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$235K
5
SBUX icon
Starbucks
SBUX
+$178K

Sector Composition

1 Financials 4.09%
2 Technology 1.41%
3 Consumer Staples 0.38%
4 Healthcare 0.29%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,728
77
– –
-9,884
78
– –
-2,284
79
– –
-150,136
1 2 3
4