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
$280M
AUM Growth
-$5.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$207K
3
+$9.7K

Top Sells

1
+$12M
2
+$1.64M
3
+$112K
4
PG icon
Procter & Gamble
PG
+$10.5K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$5.2K

Sector Composition

1 Consumer Staples 5.1%
2 Financials 0.35%
3 Energy 0.23%
4 Technology 0.13%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$356K 0.13%
4,346
27
$329K 0.12%
7,196
28
$328K 0.12%
5,525
29
$290K 0.1%
2,473
30
$274K 0.1%
1
31
$269K 0.1%
7,535
32
$262K 0.09%
5,835
33
$260K 0.09%
1,483
34
$255K 0.09%
18,198
35
$254K 0.09%
2,146
36
$241K 0.09%
1,930
37
$207K 0.07%
+4,000
1
2