GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+5.46%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$323M
AUM Growth
+$323M
(+2.1%)
Cap. Flow
-$10M
Cap. Flow
% of AUM
-3.09%
Top 10 Holdings %
Top 10 Hldgs %
93.04%
Holding
40
New
4
Increased
13
Reduced
10
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.19M |
| 2 |
Procter & Gamble
PG
|
$1.18M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.14M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.08M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.05M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$10M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$7.26M |
| 3 |
iShares Gold Trust
IAU
|
$1.74M |
| 4 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$987K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$368K |
Sector Composition
| 1 | Consumer Staples | 5.04% |
| 2 | Financials | 0.35% |
| 3 | Energy | 0.15% |
| 4 | Technology | 0.1% |
| 5 | Industrials | 0.06% |
