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
$234M
AUM Growth
-$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.59M
3
+$2.13M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$75.6K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$9.72K

Top Sells

1
+$1.5M
2
+$1.37M
3
+$1.32M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.21M
5
VBR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$245K 0.1%
4,612
-1,500
27
$223K 0.1%
6,731
28
$210K 0.09%
2,146
29
$204K 0.09%
7,110
30
$134K 0.06%
18,198
31
– –
-3,293
32
– –
-18,532
33
– –
-4,542
34
– –
-3,850
35
– –
-1,729
36
– –
-7,750
37
– –
-1,616
38
– –
-2,056
39
– –
-4,225
40
– –
-12,591
41
– –
-7,263
42
– –
-3,449
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