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
$277M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.24M
3
+$1.13M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$509K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$424K

Top Sells

1
+$1.72M
2
+$321K
3
+$102K
4
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$63.3K
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.84K

Sector Composition

1 Financials 0.75%
2 Technology 0.41%
3 Energy 0.23%
4 Consumer Staples 0.15%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$391K 0.14%
5,060
+17
27
$385K 0.14%
3,293
+754
28
$340K 0.12%
+2,473
29
$319K 0.12%
7,820
30
$305K 0.11%
1,930
31
$274K 0.1%
7,110
32
$274K 0.1%
2,146
33
$274K 0.1%
6,731
34
$252K 0.09%
+4,928
35
$241K 0.09%
3,449
36
$233K 0.08%
1,702
37
$222K 0.08%
3,850
38
$220K 0.08%
+1,729
39
$209K 0.08%
18,198
40
$204K 0.07%
+3,600
1
2