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
$294M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.46M
3
+$1.41M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$300K

Top Sells

1
+$2.92M
2
+$474K
3
+$282K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$86.4K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$50.3K

Sector Composition

1 Consumer Staples 4.49%
2 Financials 0.32%
3 Energy 0.23%
4 Technology 0.1%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$292K 0.1%
4,260
27
$291K 0.1%
8,335
-1,440
28
$291K 0.1%
18,198
29
$291K 0.1%
2,473
30
$282K 0.1%
9,772
+420
31
$258K 0.09%
7,825
32
$244K 0.08%
1
33
$241K 0.08%
5,835
34
$221K 0.08%
1,483
1
2