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
$298M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.46M
3
+$374K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$55K
5
XOM icon
Exxon Mobil
XOM
+$28.4K

Top Sells

1
+$2.15M
2
+$181K
3
+$161K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$61.4K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$5.21K

Sector Composition

1 Consumer Staples 5.46%
2 Financials 0.5%
3 Energy 0.21%
4 Technology 0.15%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$365K 0.12%
1,287
27
$335K 0.11%
7,820
28
$314K 0.11%
3,938
+356
29
$311K 0.1%
2,539
+66
30
$295K 0.1%
1,702
31
$290K 0.1%
1,930
32
$273K 0.09%
6,731
33
$272K 0.09%
5,835
34
$269K 0.09%
7,110
35
$263K 0.09%
2,146
1
2