GC

Gibson Capital Portfolio holdings

AUM $537M
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.76M
3
+$1.21M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1M
5
PM icon
Philip Morris
PM
+$730K

Top Sells

1
+$2.72M
2
+$2.71M
3
+$1.03M
4
VV icon
Vanguard Large-Cap ETF
VV
+$866K
5
DFSU icon
Dimensional US Sustainability Core 1 ETF
DFSU
+$614K

Sector Composition

1 Financials 4.09%
2 Technology 2.24%
3 Industrials 2.04%
4 Consumer Staples 0.66%
5 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$256K 0.05%
5,738
77
$252K 0.05%
682
78
$249K 0.05%
+504
79
$239K 0.04%
515
80
$227K 0.04%
1,645
81
$227K 0.04%
4,622
82
$212K 0.04%
+6,009
83
$210K 0.04%
+2,106
84
$203K 0.04%
+4,574
85
$202K 0.04%
+671
86
$200K 0.04%
821
-3
87
$153K 0.03%
12,490
88
– –
-3,262
89
– –
-4,560
90
– –
-1,622
91
– –
-706
1 2 3
4