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
$293M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$369K
2
+$197K
3
+$197K
4
IAU icon
iShares Gold Trust
IAU
+$126K
5
AAPL icon
Apple
AAPL
+$99.2K

Top Sells

1
+$10M
2
+$1.07M
3
+$708K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$496K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$122K

Sector Composition

1 Consumer Staples 4.81%
2 Financials 0.33%
3 Energy 0.21%
4 Technology 0.15%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.11%
1,334
27
$307K 0.1%
7,820
-515
28
$303K 0.1%
5,719
-189,623
29
$270K 0.09%
18,198
30
$262K 0.09%
2,473
31
$258K 0.09%
7,535
-290
32
$249K 0.09%
1
33
$247K 0.08%
5,835
34
$237K 0.08%
1,483
35
$197K 0.07%
+1,746
1
2