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
$426M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.94M
3
+$1.39M
4
META icon
Meta Platforms (Facebook)
META
+$987K
5
AAPL icon
Apple
AAPL
+$816K

Top Sells

1
+$579K
2
+$428K
3
+$410K
4
BA icon
Boeing
BA
+$322K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$267K

Sector Composition

1 Financials 3.7%
2 Technology 1.45%
3 Consumer Staples 0.34%
4 Consumer Discretionary 0.27%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$229M 53.68%
965,083
-1,127
2
$106M 24.8%
1,196,860
+21,981
3
$13.1M 3.06%
419,424
+7,061
4
$11.6M 2.72%
552,506
+13,904
5
$11.4M 2.67%
21
6
$8.59M 2.01%
39,372
-457
7
$5.33M 1.25%
101,888
-45
8
$5.07M 1.19%
29,752
-1,233
9
$3.81M 0.89%
41,874
-697
10
$2.57M 0.6%
7,196
+3,896
11
$2.01M 0.47%
+81,050
12
$1.92M 0.45%
8,274
-440
13
$1.46M 0.34%
7,604
+4,237
14
$1.33M 0.31%
21,219
15
$1.23M 0.29%
5,771
16
$1.16M 0.27%
3,080
+1,140
17
$1.06M 0.25%
27,054
-10
18
$987K 0.23%
+2,789
19
$857K 0.2%
8,995
20
$826K 0.19%
1,892
+289
21
$810K 0.19%
+16,360
22
$806K 0.19%
31,982
-17,000
23
$772K 0.18%
4,560
24
$684K 0.16%
6,364
-5,385
25
$672K 0.16%
6,382
-154
1
2 3