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
+$4.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$94.6K

Top Sells

1
+$1.76M
2
+$1.24M
3
+$568K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$291K
5
GLD icon
SPDR Gold Trust
GLD
+$94.3K

Sector Composition

1 Consumer Staples 5.32%
2 Financials 0.28%
3 Energy 0.22%
4 Technology 0.08%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 37.44%
991,959
-16,409
2
$72M 25.4%
814,078
-433
3
$24.8M 8.75%
213,596
+814
4
$14.9M 5.25%
175,970
5
$12.3M 4.34%
148,045
-3,500
6
$11.7M 4.14%
284,071
-417
7
$10.6M 3.73%
110,528
8
$10.5M 3.69%
412,436
-48,793
9
$4.43M 1.56%
35,890
10
$2.64M 0.93%
68,298
-816
11
$2.43M 0.86%
19,594
12
$2M 0.7%
19,009
13
$1.1M 0.39%
19,831
14
$1M 0.35%
5,229
-79
15
$938K 0.33%
9,449
16
$714K 0.25%
6,190
17
$713K 0.25%
9,975
18
$559K 0.2%
4,441
-749
19
$468K 0.17%
10,974
20
$454K 0.16%
12,954
21
$408K 0.14%
1,955
22
$374K 0.13%
10,925
23
$367K 0.13%
3,930
24
$363K 0.13%
2,526
25
$279K 0.1%
5,165
1
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