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
$280M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$104K
3
+$95.7K
4
XOM icon
Exxon Mobil
XOM
+$55.1K
5
AAPL icon
Apple
AAPL
+$30.3K

Top Sells

1
+$24.7M
2
+$6.07M
3
+$3.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$1.32M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$915K

Sector Composition

1 Consumer Staples 5%
2 Financials 0.2%
3 Energy 0.19%
4 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.11%
9,525
27
$303K 0.11%
3,930
+715
28
$274K 0.1%
10,552
+1,168
29
$242K 0.09%
18,198
30
$218K 0.08%
+2,473
31
– –
-21,260
1
2