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
$279M
AUM Growth
-$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.79M
3
+$219K
4
GLD icon
SPDR Gold Trust
GLD
+$75.1K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$52.3K

Top Sells

1
+$838K
2
+$605K
3
+$441K
4
XOM icon
Exxon Mobil
XOM
+$45.5K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$34.1K

Sector Composition

1 Consumer Staples 4.45%
2 Financials 0.37%
3 Energy 0.2%
4 Technology 0.14%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$376K 0.13%
7,820
27
$353K 0.13%
1,334
28
$336K 0.12%
7,196
29
$299K 0.11%
1
30
$282K 0.1%
7,535
31
$281K 0.1%
2,473
32
$276K 0.1%
3,741
-617
33
$272K 0.1%
1,483
34
$261K 0.09%
1,930
35
$253K 0.09%
2,146
36
$252K 0.09%
5,835
37
$244K 0.09%
18,198
38
$205K 0.07%
4,000
1
2