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
$329M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.64M
3
+$415K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$396K
5
AAPL icon
Apple
AAPL
+$42.3K

Top Sells

1
+$696K
2
+$383K
3
+$309K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$211K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$161K

Sector Composition

1 Consumer Staples 4.28%
2 Financials 0.33%
3 Energy 0.14%
4 Technology 0.11%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$384K 0.12%
9,735
+210
27
$361K 0.11%
11,668
+1,368
28
$272K 0.08%
1,325
29
$260K 0.08%
18,198
30
$241K 0.07%
2,929
+79
31
$227K 0.07%
2,132
32
$207K 0.06%
2,168
+68
33
$204K 0.06%
1
34
$202K 0.06%
1,573
+90
1
2