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
$307M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.5M
3
+$431K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$120K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.8K

Top Sells

1
+$3.23M
2
+$1.89M
3
+$1.55M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$699K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$410K

Sector Composition

1 Consumer Staples 4.11%
2 Financials 0.28%
3 Technology 0.08%
4 Energy 0.08%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$373K 0.12%
1,955
+630
27
$311K 0.1%
9,525
-210
28
$255K 0.08%
9,384
-2,284
29
$237K 0.08%
3,215
+286
30
$235K 0.08%
18,198
31
– –
-1
32
– –
-2,168
33
– –
-1,573
34
– –
-2,132
35
– –
-37,994
1
2