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
$305M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.63M
3
+$1.18M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$833K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$756K

Top Sells

1
+$759K
2
+$499K
3
+$180K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$168K
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$123K

Sector Composition

1 Consumer Staples 4.27%
2 Financials 0.26%
3 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$293K 0.1%
4,391
27
$274K 0.09%
2,100
28
$236K 0.08%
+2,491
29
$233K 0.08%
+18,198
30
$226K 0.07%
1,265
31
$215K 0.07%
+2,680
32
– –
-3,344
1
2