GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
-21.68%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$234M
AUM Growth
+$234M
(-21%)
Cap. Flow
+$264K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
96.15%
Holding
42
New
–
Increased
5
Reduced
9
Closed
12
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$5.47M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.59M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.13M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$75.6K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$9.72K |
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$1.51M |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$1.37M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.32M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.21M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$730K |
Sector Composition
| 1 | Industrials | 0.83% |
| 2 | Financials | 0.72% |
| 3 | Healthcare | 0.24% |
| 4 | Technology | 0.24% |
| 5 | Consumer Staples | 0% |
