GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+6.29%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$336M
AUM Growth
+$336M
(+6.4%)
Cap. Flow
+$1.14M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
94.34%
Holding
52
New
7
Increased
3
Reduced
14
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$1.1M |
| 2 |
DM
Desktop Metal, Inc.
DM
|
$984K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$917K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$737K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$488K |
Sector Composition
| 1 | Financials | 4% |
| 2 | Technology | 0.85% |
| 3 | Consumer Staples | 0.34% |
| 4 | Energy | 0.23% |
| 5 | Healthcare | 0.16% |