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
$266M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$214K
3
+$121K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$33.1K

Top Sells

1
+$16M
2
+$10.9M
3
+$4.71M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$3.91M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$2.41M

Sector Composition

1 Financials 0.67%
2 Energy 0.22%
3 Technology 0.18%
4 Consumer Staples 0.11%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$296K 0.11%
5,835
27
$279K 0.1%
6,731
28
$276K 0.1%
7,110
29
$269K 0.1%
2,146
30
$261K 0.1%
3,449
-489
31
$245K 0.09%
1,702
32
$225K 0.08%
+3,850
33
$214K 0.08%
+18,198
34
– –
-137,906
35
– –
-3,611
36
– –
-153,611
37
– –
-1,447
1
2