GC

Gibson Capital Portfolio holdings

AUM $545M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$883K
3
+$765K
4
JUST icon
Goldman Sachs JUST US Large Cap Equity ETF
JUST
+$515K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$387K

Top Sells

1
+$6.34M
2
+$401K
3
+$376K
4
COST icon
Costco
COST
+$374K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$276K

Sector Composition

1 Financials 4.94%
2 Technology 1.76%
3 Industrials 1.51%
4 Consumer Staples 0.47%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.04%
780
+2
77
$153K 0.03%
978
-60
78
$143K 0.03%
856
+183
79
– –
-4,635
80
– –
-2,620
81
– –
-342
82
– –
-1,111
83
– –
-1,025
1 2 3
4