GC

Gibson Capital Portfolio holdings

AUM $542M
1-Year Est. Return 12.07%
This Quarter Est. Return
1 Year Est. Return
+12.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$1.41M
3
+$1.19M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$720K

Top Sells

1
+$518K
2
+$71K
3
+$33.4K
4
XOM icon
Exxon Mobil
XOM
+$3.75K

Sector Composition

1 Consumer Staples 4.39%
2 Financials 0.33%
3 Energy 0.17%
4 Technology 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$303K 0.1%
6,984
27
$302K 0.1%
+5,548
28
$296K 0.09%
4,391
29
$290K 0.09%
8,306
+3
30
$288K 0.09%
3,071
-40
31
$279K 0.09%
+2,132
32
$250K 0.08%
2,100
33
$218K 0.07%
18,198
34
$214K 0.07%
2,680
35
$211K 0.07%
+8,400
36
$206K 0.07%
+1
1
2