GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+8.29%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$385M
AUM Growth
+$385M
(+7.5%)
Cap. Flow
-$4.13M
Cap. Flow
% of AUM
-1.07%
Top 10 Holdings %
Top 10 Hldgs %
96.31%
Holding
43
New
2
Increased
1
Reduced
6
Closed
3
Top Buys
| 1 |
Dimensional US Targeted Value ETF
DFAT
|
$4.81M |
| 2 |
Amazon
AMZN
|
$223K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$553 |
Top Sells
| 1 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$4.11M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.14M |
| 3 |
iShares Gold Trust
IAU
|
$958K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$917K |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$294K |
Sector Composition
| 1 | Financials | 2.73% |
| 2 | Technology | 0.4% |
| 3 | Healthcare | 0.2% |
| 4 | Industrials | 0.15% |
| 5 | Consumer Staples | 0.08% |
