GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+2.54%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$277M
AUM Growth
+$277M
(+3.9%)
Cap. Flow
+$3.83M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
94.72%
Holding
40
New
7
Increased
7
Reduced
7
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.4M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.24M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.13M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$509K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$424K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.72M |
| 2 |
iShares Gold Trust
IAU
|
$321K |
| 3 |
iShares MSCI KLD 400 Social ETF
DSI
|
$102K |
| 4 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$63.3K |
| 5 |
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% |
