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
$284M
AUM Growth
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$94.6K

Top Sells

1
+$1.76M
2
+$1.24M
3
+$568K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$291K
5
GLD icon
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 Change
in Stake 		Capital Flow
26
$256K 0.09%
2,473
27
$228K 0.08%
18,198
28
$221K 0.08%
9,352
29
$216K 0.08%
1
30
$216K 0.08%
1,483
31
$206K 0.07%
4,560
32
– –
-16,486
1
2