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
$489M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$982K
3
+$957K
4
COST icon
Costco
COST
+$367K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$345K

Top Sells

1
+$6.14M
2
+$1.42M
3
+$311K
4
MCHP icon
Microchip Technology
MCHP
+$209K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$203K

Sector Composition

1 Financials 4.16%
2 Technology 1.83%
3 Industrials 1.48%
4 Consumer Staples 0.46%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,106
77
– –
-335
78
– –
-2,600
79
– –
-178
80
– –
-11,191
81
– –
-184,882
1 2 3
4