GC
Gibson Capital Portfolio holdings
AUM
$506M
This Quarter Return
+3.29%
1 Year Return
+13.87%
3 Year Return
+45.95%
5 Year Return
+75.33%
10 Year Return
+127.97%
AUM
$279M
AUM Growth
+$279M
(-0.6%)
Cap. Flow
-$10.7M
Cap. Flow
% of AUM
-3.83%
Top 10 Holdings %
Top 10 Hldgs %
95.02%
Holding
34
New
4
Increased
4
Reduced
14
Closed
2
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$568K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$452K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$213K |
| 4 |
Coca-Cola
KO
|
$211K |
| 5 |
3M
MMM
|
$205K |
Top Sells
| 1 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$3.02M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.59M |
| 3 |
iShares Gold Trust
IAU
|
$1.42M |
| 4 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$1.15M |
| 5 |
Vanguard Value ETF
VTV
|
$842K |
Sector Composition
| 1 | Consumer Staples | 5.27% |
| 2 | Financials | 0.29% |
| 3 | Energy | 0.2% |
| 4 | Technology | 0.09% |
| 5 | Industrials | 0.07% |
