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
$285M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$754K
2
+$482K
3
+$227K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$131K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$57.5K

Top Sells

1
+$6.8M
2
+$3.31M
3
+$1.65M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$697K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$644K

Sector Composition

1 Consumer Staples 4.81%
2 Financials 0.33%
3 Energy 0.21%
4 Technology 0.12%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$348K 0.12%
4,346
27
$320K 0.11%
7,196
-3,778
28
$309K 0.11%
5,525
-194
29
$262K 0.09%
7,535
30
$260K 0.09%
5,835
31
$258K 0.09%
1,483
32
$257K 0.09%
18,198
33
$255K 0.09%
2,473
34
$254K 0.09%
1
35
$247K 0.09%
2,146
+400
36
$227K 0.08%
+1,930
1
2