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
$506M
AUM Growth
+$31.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$964K
3
+$741K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$440K
5
GEV icon
GE Vernova
GEV
+$294K

Top Sells

1
+$1.39M
2
+$630K
3
+$376K
4
NVDA icon
NVIDIA
NVDA
+$365K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$339K

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
$220K 0.04%
1,622
77
$212K 0.04%
+1,645
78
$204K 0.04%
+3,262
79
$194K 0.04%
+4,622
80
$174K 0.03%
+12,490
81
$146K 0.03%
824
-154
82
– –
-856
83
– –
-638
84
– –
-1,487
1 2 3
4