GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+3.49%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$284M
AUM Growth
+$284M
(+7.8%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
4.3%
Top 10 Holdings %
Top 10 Hldgs %
97.66%
Holding
25
New
9
Increased
5
Reduced
4
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$9.79M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$8.53M |
| 3 |
iShares Gold Trust
IAU
|
$5.98M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$3.28M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.6M |
Top Sells
| 1 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$20.1M |
| 2 |
iShares MSCI KLD 400 Social ETF
DSI
|
$305K |
| 3 |
SPDR Dow Jones REIT ETF
RWR
|
$3.2K |
| 4 |
Procter & Gamble
PG
|
$484 |
Sector Composition
| 1 | Consumer Staples | 4.71% |
| 2 | Energy | 0.19% |
| 3 | Financials | 0.09% |
