GC

Gibson Capital Portfolio holdings

AUM $506M
1-Year Est. Return 13.87%
This Quarter Est. Return
1 Year Est. Return
+13.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$112M
2
+$58.3M
3
+$36.7M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$22.1M
5
PG icon
Procter & Gamble
PG
+$12.8M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 5.1%
2 Energy 0.22%
3 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 44.55%
+1,351,541
2
$58.3M 23.24%
+848,244
3
$36.7M 14.65%
+920,901
4
$22.1M 8.8%
+197,066
5
$12.8M 5.1%
+166,114
6
$3.52M 1.4%
+116,652
7
$2.09M 0.83%
+21,714
8
$812K 0.32%
+10,690
9
$686K 0.27%
+11,968
10
$575K 0.23%
+16,146
11
$413K 0.16%
+10,735
12
$301K 0.12%
+3,327
13
$274K 0.11%
+2,450
14
$269K 0.11%
+7,377
15
$249K 0.1%
+2,100