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
$382M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$205K
3
+$123K
4
MSFT icon
Microsoft
MSFT
+$91.3K
5
IAU icon
iShares Gold Trust
IAU
+$38.8K

Top Sells

1
+$925K
2
+$758K
3
+$288K
4
AMZN icon
Amazon
AMZN
+$223K
5
RWR icon
State Street SPDR Dow Jones REIT ETF
RWR
+$37.2K

Sector Composition

1 Financials 2.8%
2 Technology 0.44%
3 Industrials 0.27%
4 Consumer Staples 0.09%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$359K 0.09%
4,612
27
$349K 0.09%
6,963
28
$337K 0.09%
14,450
29
$335K 0.09%
6,435
+600
30
$333K 0.09%
2,146
31
$279K 0.07%
2,780
+270
32
$268K 0.07%
13,108
+330
33
$262K 0.07%
1,795
+179
34
$246K 0.06%
628
+12
35
$243K 0.06%
5,738
36
$236K 0.06%
4,525
+415
37
$231K 0.06%
958
38
$211K 0.06%
18,198
39
$205K 0.05%
+1,267
40
$29K 0.01%
+621
41
– –
-1,300
42
– –
-4,986
43
– –
-20,600
1
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