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
$282M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$478K
2
+$994

Top Sells

1
+$5.24M
2
+$798K
3
+$762K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$610K
5
VV icon
Vanguard Large-Cap ETF
VV
+$327K

Sector Composition

1 Consumer Staples 5.11%
2 Financials 0.37%
3 Energy 0.24%
4 Technology 0.14%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$357K 0.13%
1,334
-540
27
$342K 0.12%
7,196
28
$333K 0.12%
5,525
29
$308K 0.11%
2,473
30
$297K 0.11%
1
31
$291K 0.1%
1,483
32
$285K 0.1%
7,535
33
$267K 0.09%
5,835
34
$263K 0.09%
2,146
35
$256K 0.09%
1,930
36
$251K 0.09%
18,198
37
$205K 0.07%
4,000
1
2