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GC
Gibson Capital Portfolio holdings
AUM
$537M
1-Year Est. Return
14.43%
This Fund
S&P 500
This Quarter
Est. Return
+7.59%
1 Year Est. Return
+14.43%
3 Year Est. Return
+49.36%
5 Year Est. Return
+45.2%
10 Year Est. Return
+136.83%
AUM
$506M
AUM Growth
+$31.5M
(+6.6%)
Cap. Flow
-$1.3M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
90.17%
Holding
84
New
6
Increased
12
Reduced
41
Closed
3
Top Buys
| 1 |
Avantis Emerging Markets Value ETF
AVES
|
+$1.83M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$964K |
| 3 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$741K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$440K |
| 5 |
GE Vernova
GEV
|
+$294K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$1.39M |
| 2 |
iShares Gold Trust
IAU
|
+$630K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$376K |
| 4 |
NVIDIA
NVDA
|
+$365K |
| 5 |
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
State Street SPDR S&P Dividend ETF
SDY
$21.5B
| $220K | 0.04% |
1,622
| – | – |
|
77
iShares MSCI ACWI ETF
ACWI
$33.2B
| $212K | 0.04% |
+1,645
| New | +$197K |
|
78
iShares US Medical Devices ETF
IHI
$2.95B
| $204K | 0.04% |
+3,262
| New | +$196K |
|
79
Fastenal
FAST
$52.5B
| $194K | 0.04% |
+4,622
| New | +$188K |
|
80
Palmer Square Capital BDC
PSBD
$318M
| $174K | 0.03% |
+12,490
| New | +$169K |
|
81
Alphabet (Google) Class C
GOOG
$4.36T
| $146K | 0.03% |
824
-154
| -16% | -$25.4K |
|
82
Broadcom
AVGO
$1.85T
| – | – |
-856
| Closed | -$143K |
|
83
Lockheed Martin
LMT
$119B
| – | – |
-638
| Closed | -$285K |
|
84
Vanguard Value ETF
VTV
$187B
| – | – |
-1,487
| Closed | -$257K |
|
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