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
$358M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$231K
3
+$214K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$213K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$203K

Top Sells

1
+$5M
2
+$2.79M
3
+$1.94M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.2M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$1.16M

Sector Composition

1 Financials 2.72%
2 Technology 0.38%
3 Healthcare 0.24%
4 Industrials 0.2%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$349K 0.1%
4,612
27
$341K 0.1%
6,963
28
$322K 0.09%
2,146
29
$306K 0.09%
5,835
30
$294K 0.08%
8,600
-1,713
31
$289K 0.08%
12,778
32
$261K 0.07%
2,510
-29
33
$260K 0.07%
1,616
-179
34
$233K 0.07%
992
35
$231K 0.06%
+18,198
36
$224K 0.06%
616
37
$214K 0.06%
+5,738
38
$214K 0.06%
958
39
$213K 0.06%
+4,110
40
$203K 0.06%
+1,725
41
$200K 0.06%
3,088
1
2