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
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$61K

Top Sells

1
+$5.9M
2
+$664K
3
+$535K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$208K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$104K

Sector Composition

1 Consumer Staples 4.37%
2 Financials 0.34%
3 Energy 0.22%
4 Technology 0.16%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$339K 0.12%
7,196
27
$338K 0.12%
7,820
28
$319K 0.11%
5,525
-3,605
29
$315K 0.11%
7,235
+1,400
30
$310K 0.11%
2,473
31
$308K 0.11%
3,741
32
$293K 0.1%
7,535
33
$282K 0.1%
1
34
$276K 0.1%
1,930
35
$258K 0.09%
2,146
36
$244K 0.09%
18,198
37
$243K 0.09%
1,483
38
$210K 0.07%
4,000
1
2