GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+3.23%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$284M
AUM Growth
+$284M
(+1.8%)
Cap. Flow
-$3.96M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
95.24%
Holding
32
New
–
Increased
1
Reduced
8
Closed
1
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$94.6K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.76M |
| 2 |
iShares Gold Trust
IAU
|
$1.24M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$568K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$291K |
| 5 |
SPDR Gold Trust
GLD
|
$94.3K |
Sector Composition
| 1 | Consumer Staples | 5.32% |
| 2 | Financials | 0.28% |
| 3 | Energy | 0.22% |
| 4 | Technology | 0.08% |
| 5 | Industrials | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$318B
| $256K | 0.09% |
2,473
| – | – |
|
27
FNB Corp
FNB
$5.92B
| $228K | 0.08% |
18,198
| – | – |
|
28
Apple
AAPL
$3.54T
| $221K | 0.08% |
2,338
| – | – |
|
29
3M
MMM
$81B
| $216K | 0.08% |
1,240
| – | – |
|
30
Berkshire Hathaway Class A
BRK.A
$1.08T
| $216K | 0.08% |
1
| – | – |
|
31
Coca-Cola
KO
$297B
| $206K | 0.07% |
4,560
| – | – |
|
|
32
Vanguard FTSE Emerging Markets ETF
VWO
$96.5B
| – | – |
-16,486
| Closed | -$568K |
|