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
+$519K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$264K
2
+$246K
3
+$242K
4
KO icon
Coca-Cola
KO
+$53.5K
5
XOM icon
Exxon Mobil
XOM
+$52.8K

Top Sells

1
+$1.94M
2
+$1.26M
3
+$883K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$290K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$267K

Sector Composition

1 Consumer Staples 4.96%
2 Financials 0.28%
3 Energy 0.23%
4 Technology 0.09%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$264K 0.09%
+4,260
27
$262K 0.09%
9,352
28
$251K 0.09%
2,473
29
$245K 0.09%
5,835
+1,275
30
$242K 0.09%
+7,825
31
$223K 0.08%
18,198
32
$218K 0.08%
1,483
33
$216K 0.08%
1
1
2