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
$284M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.53M
3
+$5.98M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.28M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.6M

Top Sells

1
+$20.1M
2
+$305K
3
+$3.2K
4
PG icon
Procter & Gamble
PG
+$484

Sector Composition

1 Consumer Staples 4.71%
2 Energy 0.19%
3 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 44.43%
1,296,001
+100,447
2
$64M 22.5%
906,063
+46,469
3
$22.1M 7.79%
197,568
+5,342
4
$18.7M 6.56%
749,837
+240,279
5
$17.4M 6.13%
423,566
-488,099
6
$13.4M 4.71%
166,114
-6
7
$8.53M 3%
+99,107
8
$3.17M 1.12%
90,344
-8,692
9
$2.44M 0.86%
21,714
10
$1.6M 0.56%
+14,063
11
$1.11M 0.39%
27,093
+11,846
12
$831K 0.29%
10,649
-41
13
$804K 0.28%
11,968
14
$614K 0.22%
+6,101
15
$425K 0.15%
10,360
16
$416K 0.15%
+5,529
17
$354K 0.12%
+3,873
18
$338K 0.12%
+2,993
19
$304K 0.11%
3,111
20
$294K 0.1%
6,984
21
$280K 0.1%
+4,391
22
$250K 0.09%
2,100
23
$249K 0.09%
1,992
24
$217K 0.08%
+1,265
25
$168K 0.06%
+3,344