GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+5.34%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$297M
AUM Growth
+$297M
(+7.2%)
Cap. Flow
+$5.3M
Cap. Flow
% of AUM
1.79%
Top 10 Holdings %
Top 10 Hldgs %
93.9%
Holding
42
New
2
Increased
5
Reduced
8
Closed
–
Top Buys
| 1 |
XONE
The ExOne Company
XONE
|
$2.26M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$1.61M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.3M |
| 4 |
LMNX
Luminex Corp
LMNX
|
$477K |
| 5 |
iShares Gold Trust
IAU
|
$313K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$424K |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$269K |
| 3 |
Microsoft
MSFT
|
$65.1K |
| 4 |
Vanguard Growth ETF
VUG
|
$36.9K |
| 5 |
Intel
INTC
|
$22.9K |
Sector Composition
| 1 | Industrials | 0.84% |
| 2 | Financials | 0.78% |
| 3 | Technology | 0.43% |
| 4 | Healthcare | 0.24% |
| 5 | Energy | 0.21% |
