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
$284M
AUM Growth
+$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$1.79M
3
+$1.75M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.16M
5
KO icon
Coca-Cola
KO
+$258K

Top Sells

1
+$1.33M
2
+$789K
3
+$318K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$184K
5
VV icon
Vanguard Large-Cap ETF
VV
+$110K

Sector Composition

1 Financials 2.28%
2 Industrials 1%
3 Technology 0.35%
4 Healthcare 0.24%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$279K 0.1%
4,612
27
$260K 0.09%
6,731
28
$258K 0.09%
+5,835
29
$252K 0.09%
7,110
30
$241K 0.09%
2,146
31
$233K 0.08%
+1,795
32
$222K 0.08%
+2,539
33
$200K 0.07%
+992
34
$136K 0.05%
18,198
1
2