GC

Gibson Capital Portfolio holdings

AUM $506M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$314K
3
+$308K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$272K
5
CVX icon
Chevron
CVX
+$214K

Top Sells

1
+$199K
2
+$124K
3
+$109K
4
VV icon
Vanguard Large-Cap ETF
VV
+$103K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$69.8K

Sector Composition

1 Financials 2.5%
2 Technology 0.5%
3 Industrials 0.37%
4 Healthcare 0.2%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$188M 55.29%
964,743
+1,580
2
$79.5M 23.4%
935,955
+24,595
3
$18.7M 5.51%
132,546
+452
4
$16M 4.72%
91,149
-587
5
$7.3M 2.15%
21
6
$5.45M 1.6%
26,340
7
$5.26M 1.55%
96,937
-3,668
8
$2.84M 0.84%
39,734
-976
9
$1.89M 0.56%
14,831
-853
10
$1.48M 0.43%
11,122
+2,366
11
$1.12M 0.33%
5,772
12
$1.08M 0.32%
29,676
+646
13
$981K 0.29%
103,450
14
$926K 0.27%
3,997
15
$886K 0.26%
2,370
16
$819K 0.24%
9,449
17
$799K 0.24%
5,990
18
$523K 0.15%
1,394
19
$521K 0.15%
2,333
20
$476K 0.14%
20,600
21
$465K 0.14%
1,930
22
$463K 0.14%
5,043
-39
23
$426K 0.13%
2,997
24
$404K 0.12%
7,820
25
$351K 0.1%
10,313
-3,635
1
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