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
$257M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$964K
2
+$612K
3
+$132K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$118K
5
MMM icon
3M
MMM
+$34.7K

Top Sells

1
+$2.95M
2
+$2.32M
3
+$1.12M
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$671K
5
VV icon
Vanguard Large-Cap ETF
VV
+$625K

Sector Composition

1 Consumer Staples 5.61%
2 Financials 0.59%
3 Energy 0.2%
4 Technology 0.14%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$304K 0.12%
7,820
27
$275K 0.11%
5,835
28
$270K 0.11%
1,702
+219
29
$266K 0.1%
2,473
30
$252K 0.1%
1,930
31
$249K 0.1%
6,731
-2,158
32
$241K 0.09%
3,582
-159
33
$236K 0.09%
7,110
34
$236K 0.09%
2,146
35
– –
-4,000
36
– –
-18,198
1
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